JFS Wealth Advisors’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20 | Sell |
2
-5
| -71% | -$50 | ﹤0.01% | 1851 |
|
|
2025
Q1 | $60 | Sell |
7
-3
| -30% | -$26 | ﹤0.01% | 1893 |
|
|
2024
Q4 | $104 | Hold |
10
| – | – | ﹤0.01% | 1883 |
|
|
2024
Q3 | $82 | Sell |
10
-24
| -71% | -$197 | ﹤0.01% | 1913 |
|
|
2024
Q2 | $411 | Hold |
34
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q1 | $448 | Sell |
34
-1
| -3% | -$13 | ﹤0.01% | 1805 |
|
|
2023
Q4 | $434 | Buy |
35
+6
| +21% | +$74 | ﹤0.01% | 1826 |
|
|
2023
Q3 | $275 | Buy |
29
+22
| +314% | +$209 | ﹤0.01% | 1824 |
|
|
2023
Q2 | $73 | Buy |
7
+5
| +250% | +$52 | ﹤0.01% | 1937 |
|
|
2023
Q1 | $16 | Buy |
+2
| New | +$16 | ﹤0.01% | 1946 |
|