Principal Securities’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-188
| Closed | -$1.94K | – | 3694 |
|
|
2025
Q1 | $1.94K | Hold |
188
| – | – | ﹤0.01% | 3048 |
|
|
2024
Q4 | $1.94K | Sell |
188
-112
| -37% | -$1.16K | ﹤0.01% | 3042 |
|
|
2024
Q3 | $2.43K | Hold |
300
| – | – | ﹤0.01% | 2896 |
|
|
2024
Q2 | $3.62K | Hold |
300
| – | – | ﹤0.01% | 2743 |
|
|
2024
Q1 | $3.95K | Hold |
300
| – | – | ﹤0.01% | 2680 |
|
|
2023
Q4 | $3.72K | Buy |
+300
| New | +$3.72K | ﹤0.01% | 2639 |
|