AW
Avion Wealth’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
19
+5
| +36% | +$2.63K | ﹤0.01% | 472 |
|
|
2025
Q1 | $8K | Hold |
14
| – | – | ﹤0.01% | 442 |
|
|
2024
Q4 | $8K | Buy |
14
+1
| +8% | +$571 | ﹤0.01% | 441 |
|
|
2024
Q3 | $7K | Buy |
13
+4
| +44% | +$2.15K | ﹤0.01% | 451 |
|
|
2024
Q2 | $4K | Buy |
9
+2
| +29% | +$889 | ﹤0.01% | 518 |
|
|
2024
Q1 | $4K | Buy |
7
+1
| +17% | +$571 | ﹤0.01% | 508 |
|
|
2023
Q4 | $3K | Buy |
6
+2
| +50% | +$1K | ﹤0.01% | 497 |
|
|
2023
Q3 | $2K | Buy |
4
+2
| +100% | +$1K | ﹤0.01% | 502 |
|
|
2023
Q2 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 930 |
|
|
2023
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 461 |
|