AWM
Avior Wealth Management’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-157
| Closed | -$18.2K | – | 1792 |
|
|
2024
Q4 | $18.2K | Buy |
157
+6
| +4% | +$696 | ﹤0.01% | 1437 |
|
|
2024
Q3 | $18.7K | Buy |
151
+19
| +14% | +$2.35K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $17K | Sell |
132
-55
| -29% | -$7.08K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $19.6K | Buy |
+187
| New | +$19.6K | ﹤0.01% | 1610 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$3K | – | 844 |
|
|
2019
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 570 |
|
|
2018
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 634 |
|
|
2018
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 620 |
|
|
2018
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 635 |
|