JWM
Jupiter Wealth Management’s Avnet AVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$207K | – | 67 |
|
|
2022
Q4 | $207K | Hold |
5,000
| – | – | 0.2% | 48 |
|
|
2022
Q3 | $180K | Hold |
5,000
| – | – | 0.18% | 54 |
|
|
2022
Q2 | $214K | Hold |
5,000
| – | – | 0.2% | 54 |
|
|
2022
Q1 | $202K | Hold |
5,000
| – | – | 0.13% | 75 |
|
|
2021
Q4 | $206K | Hold |
5,000
| – | – | 0.11% | 80 |
|
|
2021
Q3 | $197K | Hold |
5,000
| – | – | 0.09% | 87 |
|
|
2021
Q2 | $209K | Hold |
5,000
| – | – | 0.1% | 84 |
|
|
2021
Q1 | $220K | Buy |
+5,000
| New | +$220K | 0.11% | 80 |
|