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Sheets Smith Wealth Management’s AvePoint AVPT Stock Holding History

Sheets Smith Wealth Management’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$840K Hold
43,481
– – 0.1% 195
2025
Q1 		$628K Hold
43,481
– – 0.08% 216
2024
Q4 		$718K Buy
43,481
+6,329
+17% +$104K 0.09% 198
2024
Q3 		$437K Buy
37,152
+14,614
+65% +$172K 0.05% 269
2024
Q2 		$235K Buy
+22,538
New +$235K 0.03% 348