Sheets Smith Wealth Management’s Avantor AVTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-14,806
Closed -$624K 358
2021
Q4
$624K Hold
14,806
0.08% 207
2021
Q3
$606K Sell
14,806
-456
-3% -$18.7K 0.08% 196
2021
Q2
$542K Buy
15,262
+518
+4% +$18.4K 0.07% 212
2021
Q1
$427K Hold
14,744
0.06% 232
2020
Q4
$415K Buy
14,744
+175
+1% +$4.93K 0.06% 226
2020
Q3
$328K Buy
+14,569
New +$328K 0.06% 232