WMS
AVK

Wealth Management Solutions’s Advent Convertible and Income Fund AVK Stock Holding History

Wealth Management Solutions’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$626K Sell
2023
Q2 		$703K Sell
2023
Q1 		$736K Buy
2022
Q4 		$542K Sell
2022
Q3 		$543K Buy
2022
Q2 		$597K Sell
2022
Q1 		$861K Buy
2021
Q4 		$1.01M Buy