Franklin Resources’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-31,422
| Closed | -$312K | – | 2314 |
|
2022
Q4 | $312K | Sell |
31,422
-1,462
| -4% | -$14.5K | ﹤0.01% | 1853 |
|
2022
Q3 | $277K | Buy |
+32,884
| New | +$277K | ﹤0.01% | 1877 |
|
2022
Q2 | – | Sell |
-1,015,200
| Closed | -$8.17M | – | 2368 |
|
2022
Q1 | $8.17M | Buy |
1,015,200
+6,862
| +0.7% | +$55.2K | ﹤0.01% | 1063 |
|
2021
Q4 | $15.2M | Buy |
+1,008,338
| New | +$15.2M | 0.01% | 959 |
|