Avion Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | – | – | 1303 |
|
|
2025
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1127 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | – | – | 1090 |
|
|
2024
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1110 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$1K | – | 1159 |
|
|
2023
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 626 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | – | – | 815 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 602 |
|