Disciplined Investments’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3
Closed -$31 221
2023
Q2
$31 Buy
3
+1
+50% +$10 ﹤0.01% 1680
2023
Q1
$16 Buy
+2
New +$16 ﹤0.01% 1675