AW
CTO

Avion Wealth’s CTO Realty Growth CTO Stock Holding History

Avion Wealth’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18K Sell
1,071
-29
-3% -$487 ﹤0.01% 331
2025
Q1 		$21K Hold
1,100
– – 0.01% 279
2024
Q4 		$21K Hold
1,100
– – 0.01% 279
2024
Q3 		$20K Buy
1,100
+1,071
+3,693% +$19.5K 0.01% 254
2024
Q2 		$0 Buy
+29
New – ﹤0.01% 978