Golden State Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.1K | Hold |
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|
2025
Q2 | $12.4K | Hold |
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|
2025
Q1 | $11.8K | Hold |
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|
2024
Q4 | $12.1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Buy |
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