Avior Wealth Management’s BlackRock Future Innovators ETF BFTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-177
Closed -$4.66K 1690
2023
Q3
$4.66K Hold
177
﹤0.01% 1207
2023
Q2
$5.06K Hold
177
﹤0.01% 1162
2023
Q1
$4.84K Sell
177
-40
-18% -$1.07K ﹤0.01% 1207
2022
Q4
$5.28K Hold
217
﹤0.01% 944
2022
Q3
$5K Hold
217
﹤0.01% 945
2022
Q2
$5K Hold
217
﹤0.01% 866
2022
Q1
$7K Hold
217
﹤0.01% 881
2021
Q4
$9K Hold
217
﹤0.01% 826
2021
Q3
$10K Hold
217
﹤0.01% 769
2021
Q2
$10K Buy
+217
New +$10.6K ﹤0.01% 757

Avior Wealth Management's BFTR Position: Q4 2023 in Review

Avior Wealth Management sold out of BlackRock Future Innovators ETF (BFTR) in Q4 2023, closing a stake of 177 shares — an estimated $4.66K sold.

Avior Wealth Management first reported a position in BFTR in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q3 2021. 0 funds tracked by Wall St. Rank hold BFTR as of Q4 2023.

  • Avior Wealth Management reported no remaining BlackRock Future Innovators ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 177 BlackRock Future Innovators ETF shares in Q4 2023, an estimated $4.66K.
  • Avior Wealth Management first reported a position in BlackRock Future Innovators ETF in Q2 2021 and held it in 10 quarters.
  • Avior Wealth Management's BlackRock Future Innovators ETF position peaked at $10K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held BlackRock Future Innovators ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.