AWM
Avior Wealth Management’s Crown Holdings CCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$792 | – | 2506 |
|
|
2024
Q1 | $792 | Buy |
+10
| New | +$792 | ﹤0.01% | 2453 |
|
|
2020
Q1 | – | Sell |
-5,200
| Closed | -$377K | – | 780 |
|
|
2019
Q4 | $377K | Sell |
5,200
-3,840
| -42% | -$278K | 0.06% | 273 |
|
|
2019
Q3 | $597K | Hold |
9,040
| – | – | 0.1% | 183 |
|
|
2019
Q2 | $552K | Sell |
9,040
-4,400
| -33% | -$269K | 0.1% | 194 |
|
|
2019
Q1 | $733K | Sell |
13,440
-6,152
| -31% | -$336K | 0.16% | 145 |
|
|
2018
Q4 | $814K | Sell |
19,592
-700
| -3% | -$29.1K | 0.2% | 111 |
|
|
2018
Q3 | $974K | Hold |
20,292
| – | – | 0.21% | 104 |
|
|
2018
Q2 | $908K | Buy |
20,292
+5,818
| +40% | +$260K | 0.2% | 108 |
|
|
2018
Q1 | $735K | Buy |
14,474
+3,255
| +29% | +$165K | 0.17% | 127 |
|
|
2017
Q4 | $631K | Buy |
+11,219
| New | +$631K | 0.14% | 141 |
|