Avior Wealth Management’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-470
| Closed | -$10.8K | – | 2961 |
|
|
2024
Q1 | $10.8K | Buy |
+470
| New | +$10.8K | ﹤0.01% | 1847 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1646 |
|
|
2023
Q2 | – | Sell |
-104
| Closed | -$2.55K | – | 1624 |
|
|
2023
Q1 | $2.55K | Buy |
+104
| New | +$2.55K | ﹤0.01% | 1366 |
|