Mutual Advisors’s Advent Convertible and Income Fund AVK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $602K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | $177K | Sell |
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|
2020
Q1 | $157K | Buy |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $246K | Buy |
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