MWPCG
Measured Wealth Private Client Group’s Avnet AVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,891
| Closed | -$200K | – | 181 |
|
|
2024
Q2 | $200K | Sell |
3,891
-12,458
| -76% | -$641K | 0.07% | 182 |
|
|
2024
Q1 | $811K | Buy |
16,349
+1,158
| +8% | +$57.4K | 0.28% | 54 |
|
|
2023
Q4 | $766K | Buy |
15,191
+374
| +3% | +$18.9K | 0.28% | 55 |
|
|
2023
Q3 | $714K | Buy |
14,817
+401
| +3% | +$19.3K | 0.29% | 55 |
|
|
2023
Q2 | $727K | Buy |
14,416
+1,238
| +9% | +$62.5K | 0.28% | 47 |
|
|
2023
Q1 | $596K | Buy |
13,178
+3,150
| +31% | +$142K | 0.23% | 62 |
|
|
2022
Q4 | $417K | Buy |
10,028
+2,621
| +35% | +$109K | 0.17% | 80 |
|
|
2022
Q3 | $268K | Sell |
7,407
-2,556
| -26% | -$92.5K | 0.12% | 116 |
|
|
2022
Q2 | $427K | Buy |
+9,963
| New | +$427K | 0.19% | 79 |
|