Hillsdale Investment Management’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-480
| Closed | -$5.79K | – | 598 |
|
|
2024
Q2 | $5.79K | Hold |
480
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $6.31K | Buy |
+480
| New | +$6.31K | ﹤0.01% | 534 |
|
|
2023
Q4 | – | Sell |
-274,000
| Closed | -$2.6M | – | 567 |
|
|
2023
Q3 | $2.6M | Sell |
274,000
-36,400
| -12% | -$345K | 0.24% | 154 |
|
|
2023
Q2 | $3.22M | Sell |
310,400
-120,100
| -28% | -$1.25M | 0.3% | 138 |
|
|
2023
Q1 | $3.36M | Buy |
+430,500
| New | +$3.36M | 0.29% | 127 |
|