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D.A. Davidson & Co’s AvidXchange AVDX Stock Holding History

D.A. Davidson & Co’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-84,233
Closed -$1.11M – 1356
2024
Q1 		$1.11M Sell
84,233
-1,877
-2% -$24.7K 0.01% 704
2023
Q4 		$1.07M Sell
86,110
-4,790
-5% -$59.3K 0.01% 693
2023
Q3 		$862K Buy
+90,900
New +$862K 0.01% 722