Wealth Management Associates’s AvidXchange AVDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,850	Closed	-$112K	–	199
2023 Q3	$112K	Buy	11,850 +1,550	+15%	+$14.7K	0.07%	185
2023 Q2	$107K	Buy	+10,300	New	+$107K	0.06%	186