Wealth Enhancement Advisory Services’s Advent Convertible and Income Fund Rights AVK.RT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-40,871
Closed -$813 3158
2024
Q3
$813 Buy
+40,871
New +$2.31K ﹤0.01% 2778

Wealth Enhancement Advisory Services's AVK.RT Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Advent Convertible and Income Fund Rights (AVK.RT) in Q4 2024, closing a stake of 40,871 shares — an estimated $813 sold.

Wealth Enhancement Advisory Services first reported a position in AVK.RT in Q3 2024 and held it in 1 quarter. The position peaked at $813 in Q3 2024. 0 funds tracked by Wall St. Rank hold AVK.RT as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Advent Convertible and Income Fund Rights position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 40,871 Advent Convertible and Income Fund Rights shares in Q4 2024, an estimated $813.
  • Wealth Enhancement Advisory Services first reported a position in Advent Convertible and Income Fund Rights in Q3 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Advent Convertible and Income Fund Rights position peaked at $813 in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Advent Convertible and Income Fund Rights as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.