Gradient Investments’s Advent Convertible and Income Fund AVK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,837
| Closed | -$20.7K | – | 1775 |
|
|
2023
Q1 | $20.7K | Buy |
+1,837
| New | +$20.7K | ﹤0.01% | 673 |
|
|
2020
Q3 | – | Sell |
-256
| Closed | -$3K | – | 1135 |
|
|
2020
Q2 | $3K | Hold |
256
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $3K | Buy |
+256
| New | +$3K | ﹤0.01% | 837 |
|