AWM
Avior Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$13.9K | – | 1290 |
|
|
2024
Q4 | $13.9K | Hold |
7
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q3 | $13.6K | Buy |
7
+1
| +17% | +$1.94K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $8.93K | Sell |
6
-57
| -90% | -$84.8K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $78.7K | Buy |
+63
| New | +$78.7K | ﹤0.01% | 1052 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$8.69K | – | 1581 |
|
|
2023
Q3 | $8.69K | Sell |
10
-500
| -98% | -$434K | ﹤0.01% | 1064 |
|
|
2023
Q2 | $413K | Sell |
510
-231
| -31% | -$187K | 0.03% | 388 |
|
|
2023
Q1 | $521K | Buy |
+741
| New | +$521K | 0.04% | 333 |
|
|
2020
Q4 | – | Sell |
-1,310
| Closed | -$557K | – | 1017 |
|
|
2020
Q3 | $557K | Buy |
1,310
+80
| +7% | +$34K | 0.08% | 213 |
|
|
2020
Q2 | $514K | Buy |
1,230
+160
| +15% | +$66.9K | 0.08% | 226 |
|
|
2020
Q1 | $329K | Hold |
1,070
| – | – | 0.06% | 259 |
|
|
2019
Q4 | $400K | Hold |
1,070
| – | – | 0.06% | 263 |
|
|
2019
Q3 | $324K | Buy |
1,070
+300
| +39% | +$90.8K | 0.06% | 283 |
|
|
2019
Q2 | $242K | Buy |
+770
| New | +$242K | 0.04% | 332 |
|