IEQ Capital’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
15,219
+2,160
+17% +$41.7K ﹤0.01% 1407
2025
Q1
$189K Buy
+13,059
New +$189K ﹤0.01% 1393
2020
Q4
Sell
-400,000
Closed -$4.24M 232
2020
Q3
$4.24M Hold
400,000
0.23% 67
2020
Q2
$4.1M Sell
400,000
-200,000
-33% -$2.05M 0.27% 62
2020
Q1
$4.08M Buy
600,000
+200,000
+50% +$1.36M 0.33% 48
2019
Q4
$3.95M Buy
+400,000
New +$3.95M 0.35% 46