Avior Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,986
| Closed | -$363K | – | 722 |
|
|
2025
Q1 | $363K | Hold |
10,986
| – | – | 0.01% | 500 |
|
|
2024
Q4 | $422K | Sell |
10,986
-958
| -8% | -$36.8K | 0.02% | 497 |
|
|
2024
Q3 | $399K | Sell |
11,944
-4,556
| -28% | -$152K | 0.02% | 512 |
|
|
2024
Q2 | $487K | Buy |
16,500
+10,319
| +167% | +$304K | 0.02% | 439 |
|
|
2024
Q1 | $177K | Buy |
+6,181
| New | +$177K | 0.01% | 744 |
|