Unique Wealth’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
18,366
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $265K | Sell |
18,366
-2
| -0% | -$29 | 0.05% | 139 |
|
|
2024
Q4 | $303K | Hold |
18,368
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $216K | Hold |
18,368
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $191K | Hold |
18,368
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $145K | Hold |
18,368
| – | – | 0.04% | 86 |
|
|
2023
Q4 | $151K | Hold |
18,368
| – | – | 0.05% | 81 |
|
|
2023
Q3 | $123K | Buy |
+18,368
| New | +$123K | 0.05% | 81 |
|