Avior Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$9.6K | – | 1734 |
|
|
2024
Q4 | $9.6K | Hold |
16
| – | – | ﹤0.01% | 1638 |
|
|
2024
Q3 | $9.33K | Buy |
16
+2
| +14% | +$1.08K | ﹤0.01% | 1578 |
|
|
2024
Q2 | $6.74K | Sell |
14
-238
| -94% | -$118K | ﹤0.01% | 1635 |
|
|
2024
Q1 | $141K | Buy |
252
+250
| +12,500% | +$141K | 0.01% | 819 |
|
|
2023
Q4 | $1.13K | Sell |
2
-1
| -33% | -$516 | ﹤0.01% | 1363 |
|
|
2023
Q3 | $1.54K | Hold |
3
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q2 | $1.41K | Hold |
3
| – | – | ﹤0.01% | 1388 |
|
|
2023
Q1 | $1.68K | Hold |
3
| – | – | ﹤0.01% | 1410 |
|
|
2022
Q4 | $1.4K | Hold |
3
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q2 | $1K | Sell |
3
-19
| -86% | -$9.06K | ﹤0.01% | 982 |
|
|
2021
Q1 | $9K | Sell |
22
-7
| -24% | -$2.94K | ﹤0.01% | 774 |
|
|
2020
Q4 | $12K | Buy |
29
+1
| +4% | +$392 | ﹤0.01% | 687 |
|
|
2020
Q3 | $9K | Sell |
28
-10
| -26% | -$3.63K | ﹤0.01% | 708 |
|
|
2020
Q2 | $12K | Buy |
38
+2
| +6% | +$647 | ﹤0.01% | 643 |
|
|
2020
Q1 | $10K | Buy |
+36
| New | +$10.2K | ﹤0.01% | 575 |
|
|
2018
Q2 | – | Sell |
-1,280
| Closed | -$191K | – | 835 |
|
|
2018
Q1 | $191K | Sell |
1,280
-260
| -17% | -$37.3K | 0.04% | 326 |
|
|
2017
Q4 | $195K | Buy |
+1,540
| New | +$192K | 0.04% | 332 |
|
Other funds holding MSCI
