AWM
Avior Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
2,863
+24
| +0.8% | +$4.21K | 0.02% | 424 |
|
|
2025
Q1 | $514K | Buy |
2,839
+567
| +25% | +$103K | 0.02% | 394 |
|
|
2024
Q4 | $476K | Sell |
2,272
-191
| -8% | -$40K | 0.02% | 462 |
|
|
2024
Q3 | $528K | Buy |
2,463
+73
| +3% | +$15.7K | 0.02% | 435 |
|
|
2024
Q2 | $481K | Sell |
2,390
-61
| -2% | -$12.3K | 0.02% | 443 |
|
|
2024
Q1 | $598K | Buy |
2,451
+124
| +5% | +$30.3K | 0.03% | 397 |
|
|
2023
Q4 | $505K | Buy |
2,327
+117
| +5% | +$25.4K | 0.03% | 346 |
|
|
2023
Q3 | $460K | Buy |
2,210
+49
| +2% | +$10.2K | 0.03% | 348 |
|
|
2023
Q2 | $465K | Sell |
2,161
-235
| -10% | -$50.6K | 0.03% | 358 |
|
|
2023
Q1 | $554K | Hold |
2,396
| – | – | 0.04% | 322 |
|
|
2022
Q4 | $547K | Hold |
2,396
| – | – | 0.04% | 281 |
|
|
2022
Q3 | $478K | Buy |
2,396
+47
| +2% | +$9.38K | 0.04% | 278 |
|
|
2022
Q2 | $426K | Hold |
2,349
| – | – | 0.04% | 283 |
|
|
2022
Q1 | $450K | Sell |
2,349
-428
| -15% | -$82K | 0.04% | 315 |
|
|
2021
Q4 | $656K | Hold |
2,777
| – | – | 0.05% | 270 |
|
|
2021
Q3 | $574K | Hold |
2,777
| – | – | 0.05% | 284 |
|
|
2021
Q2 | $611K | Buy |
2,777
+88
| +3% | +$19.4K | 0.06% | 256 |
|
|
2021
Q1 | $562K | Sell |
2,689
-4
| -0.1% | -$836 | 0.06% | 273 |
|
|
2020
Q4 | $536K | Buy |
2,693
+493
| +22% | +$98.1K | 0.07% | 250 |
|
|
2020
Q3 | $401K | Buy |
2,200
+570
| +35% | +$104K | 0.06% | 282 |
|
|
2020
Q2 | $257K | Buy |
1,630
+200
| +14% | +$31.5K | 0.04% | 352 |
|
|
2020
Q1 | $197K | Buy |
+1,430
| New | +$197K | 0.04% | 346 |
|