AWM
Avior Wealth Management’s Avnet AVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,233
| Closed | -$64.5K | – | 859 |
|
|
2024
Q4 | $64.5K | Buy |
1,233
+4
| +0.3% | +$209 | ﹤0.01% | 1060 |
|
|
2024
Q3 | $66.7K | Sell |
1,229
-3
| -0.2% | -$163 | ﹤0.01% | 1018 |
|
|
2024
Q2 | $63.4K | Sell |
1,232
-153
| -11% | -$7.88K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $68.7K | Buy |
+1,385
| New | +$68.7K | ﹤0.01% | 1109 |
|
|
2019
Q1 | – | Sell |
-3,212
| Closed | -$115K | – | 647 |
|
|
2018
Q4 | $115K | Hold |
3,212
| – | – | 0.03% | 417 |
|
|
2018
Q3 | $144K | Hold |
3,212
| – | – | 0.03% | 407 |
|
|
2018
Q2 | $138K | Buy |
3,212
+648
| +25% | +$27.8K | 0.03% | 410 |
|
|
2018
Q1 | $107K | Buy |
+2,564
| New | +$107K | 0.02% | 432 |
|
|
2016
Q4 | – | Sell |
-75
| Closed | -$3K | – | 495 |
|
|
2016
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 404 |
|
|
2016
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 397 |
|
|
2016
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 414 |
|
|
2015
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 388 |
|
|
2015
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 351 |
|
|
2015
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 336 |
|
|
2015
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 304 |
|
|
2014
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 283 |
|
|
2014
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 285 |
|
|
2014
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 293 |
|