AWM
Avior Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$5.33K | – | 1535 |
|
|
2024
Q4 | $5.33K | Sell |
11
-2
| -15% | -$969 | ﹤0.01% | 1836 |
|
|
2024
Q3 | $6.59K | Buy |
13
+1
| +8% | +$507 | ﹤0.01% | 1680 |
|
|
2024
Q2 | $5.39K | Sell |
12
-29
| -71% | -$13K | ﹤0.01% | 1699 |
|
|
2024
Q1 | $19.5K | Buy |
41
+28
| +215% | +$13.3K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $5.86K | Hold |
13
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q3 | $4.47K | Sell |
13
-1
| -7% | -$344 | ﹤0.01% | 1220 |
|
|
2023
Q2 | $4.9K | Hold |
14
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q1 | $4.56K | Buy |
14
+11
| +367% | +$3.58K | ﹤0.01% | 1226 |
|
|
2022
Q4 | $1.01K | Sell |
3
-1,681
| -100% | -$565K | ﹤0.01% | 1122 |
|
|
2022
Q3 | $465K | Sell |
1,684
-296
| -15% | -$81.7K | 0.04% | 287 |
|
|
2022
Q2 | $478K | Sell |
1,980
-2
| -0.1% | -$483 | 0.05% | 260 |
|
|
2022
Q1 | $589K | Sell |
1,982
-55
| -3% | -$16.3K | 0.05% | 259 |
|
|
2021
Q4 | $681K | Sell |
2,037
-304
| -13% | -$102K | 0.06% | 261 |
|
|
2021
Q3 | $711K | Sell |
2,341
-585
| -20% | -$178K | 0.06% | 242 |
|
|
2021
Q2 | $708K | Buy |
2,926
+2,837
| +3,188% | +$686K | 0.07% | 228 |
|
|
2021
Q1 | $16K | Buy |
89
+2
| +2% | +$360 | ﹤0.01% | 683 |
|
|
2020
Q4 | $13K | Hold |
87
| – | – | ﹤0.01% | 673 |
|
|
2020
Q3 | $10K | Hold |
87
| – | – | ﹤0.01% | 685 |
|
|
2020
Q2 | $10K | Hold |
87
| – | – | ﹤0.01% | 668 |
|
|
2020
Q1 | $8K | Buy |
+87
| New | +$8K | ﹤0.01% | 599 |
|
|
2019
Q2 | – | Sell |
-1,435
| Closed | -$217K | – | 855 |
|
|
2019
Q1 | $217K | Buy |
1,435
+90
| +7% | +$13.6K | 0.05% | 331 |
|
|
2018
Q4 | $171K | Sell |
1,345
-955
| -42% | -$121K | 0.04% | 343 |
|
|
2018
Q3 | $365K | Sell |
2,300
-74
| -3% | -$11.7K | 0.08% | 231 |
|
|
2018
Q2 | $316K | Buy |
2,374
+164
| +7% | +$21.8K | 0.07% | 238 |
|
|
2018
Q1 | $260K | Sell |
2,210
-1,019
| -32% | -$120K | 0.06% | 254 |
|
|
2017
Q4 | $398K | Buy |
+3,229
| New | +$398K | 0.09% | 200 |
|