Summit Place Financial Advisors’s Mission Produce AVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29,235
| Closed | -$325K | – | 91 |
|
|
2023
Q1 | $325K | Sell |
29,235
-36,925
| -56% | -$410K | 0.23% | 81 |
|
|
2022
Q4 | $769K | Buy |
66,160
+10,800
| +20% | +$125K | 0.63% | 55 |
|
|
2022
Q3 | $801K | Buy |
55,360
+1,250
| +2% | +$18.1K | 0.74% | 49 |
|
|
2022
Q2 | $771K | Buy |
54,110
+23,285
| +76% | +$332K | 0.65% | 64 |
|
|
2022
Q1 | $390K | Buy |
30,825
+13,375
| +77% | +$169K | 0.26% | 87 |
|
|
2021
Q4 | $274K | Buy |
+17,450
| New | +$274K | 0.19% | 94 |
|