Perigon Wealth Management’s Avnet AVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,329
| Closed | -$319K | – | 855 |
|
|
2023
Q4 | $319K | Sell |
6,329
-22
| -0.3% | -$1.11K | 0.01% | 633 |
|
|
2023
Q3 | $306K | Buy |
+6,351
| New | +$306K | 0.01% | 584 |
|
|
2018
Q2 | – | Sell |
-385
| Closed | -$16K | – | 261 |
|
|
2018
Q1 | $16K | Hold |
385
| – | – | 0.01% | 464 |
|
|
2017
Q4 | $15K | Buy |
385
+205
| +114% | +$7.99K | 0.01% | 447 |
|
|
2017
Q3 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 536 |
|
|
2017
Q2 | – | Sell |
-180
| Closed | -$8K | – | 577 |
|
|
2017
Q1 | $8K | Hold |
180
| – | – | ﹤0.01% | 539 |
|
|
2016
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 584 |
|
|
2016
Q3 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 516 |
|