Lindbrook Capital’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-58
| Closed | -$470 | – | 2787 |
|
|
2024
Q3 | $470 | Sell |
58
-422
| -88% | -$3.42K | ﹤0.01% | 2680 |
|
|
2024
Q2 | $5.79K | Buy |
480
+42
| +10% | +$507 | ﹤0.01% | 1924 |
|
|
2024
Q1 | $5.76K | Hold |
438
| – | – | ﹤0.01% | 1837 |
|
|
2023
Q4 | $5.43K | Buy |
438
+85
| +24% | +$1.05K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $3.35K | Hold |
353
| – | – | ﹤0.01% | 1939 |
|
|
2023
Q2 | $3.66K | Buy |
+353
| New | +$3.66K | ﹤0.01% | 1936 |
|
|
2023
Q1 | – | Sell |
-619
| Closed | -$6.15K | – | 2789 |
|
|
2022
Q4 | $6.15K | Buy |
619
+345
| +126% | +$3.43K | ﹤0.01% | 1698 |
|
|
2022
Q3 | $2K | Buy |
+274
| New | +$2K | ﹤0.01% | 1986 |
|