AWM
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Avior Wealth Management’s Realty Income O Stock Holding History

Avior Wealth Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$986K Buy
17,107
+45
+0.3% +$2.59K 0.03% 283
2025
Q1 		$990K Buy
17,062
+3,337
+24% +$194K 0.04% 267
2024
Q4 		$733K Buy
13,725
+3,067
+29% +$164K 0.03% 352
2024
Q3 		$676K Sell
10,658
-1,413
-12% -$89.6K 0.03% 376
2024
Q2 		$638K Buy
12,071
+3,002
+33% +$159K 0.03% 372
2024
Q1 		$491K Buy
9,069
+2,435
+37% +$132K 0.02% 459
2023
Q4 		$381K Sell
6,634
-727
-10% -$41.8K 0.02% 404
2023
Q3 		$368K Sell
7,361
-209
-3% -$10.4K 0.02% 401
2023
Q2 		$453K Sell
7,570
-335
-4% -$20K 0.03% 368
2023
Q1 		$501K Buy
7,905
+3,122
+65% +$198K 0.03% 343
2022
Q4 		$303K Buy
4,783
+9
+0.2% +$571 0.02% 403
2022
Q3 		$277K Buy
4,774
+1,611
+51% +$93.5K 0.02% 392
2022
Q2 		$215K Buy
3,163
+30
+1% +$2.04K 0.02% 410
2022
Q1 		$217K Buy
3,133
+8
+0.3% +$554 0.02% 424
2021
Q4 		$223K Sell
3,125
-93
-3% -$6.64K 0.02% 412
2021
Q3 		$202K Buy
3,218
+12
+0.4% +$753 0.02% 416
2021
Q2 		$207K Buy
3,206
+6
+0.2% +$387 0.02% 399
2021
Q1 		$196K Sell
3,200
-27
-0.8% -$1.65K 0.02% 401
2020
Q4 		$194K Buy
3,227
+52
+2% +$3.13K 0.02% 378
2020
Q3 		$186K Buy
3,175
+712
+29% +$41.7K 0.03% 383
2020
Q2 		$142K Buy
2,463
+154
+7% +$8.88K 0.02% 404
2020
Q1 		$111K Hold
2,309
– – 0.02% 405
2019
Q4 		$164K Hold
2,309
– – 0.03% 390
2019
Q3 		$171K Hold
2,309
– – 0.03% 376
2019
Q2 		$154K Buy
2,309
+761
+49% +$50.8K 0.03% 381
2019
Q1 		$110K Sell
1,548
-761
-33% -$54.1K 0.02% 395
2018
Q4 		$141K Hold
2,309
– – 0.03% 378
2018
Q3 		$127K Hold
2,309
– – 0.03% 419
2018
Q2 		$120K Hold
2,309
– – 0.03% 424
2018
Q1 		$116K Hold
2,309
– – 0.03% 425
2017
Q4 		$128K Hold
2,309
– – 0.03% 420
2017
Q3 		$128K Hold
2,309
– – 0.04% 156
2017
Q2 		$123K Hold
2,309
– – 0.05% 143
2017
Q1 		$133K Hold
2,309
– – 0.04% 167
2016
Q4 		$129K Hold
2,309
– – 0.05% 151
2016
Q3 		$150K Hold
2,309
– – 0.06% 146
2016
Q2 		$155K Hold
2,309
– – 0.07% 134
2016
Q1 		$140K Hold
2,309
– – 0.06% 136
2015
Q4 		$115K Hold
2,309
– – 0.06% 133
2015
Q3 		$106K Hold
2,309
– – 0.06% 127
2015
Q2 		$99K Hold
2,309
– – 0.08% 95
2015
Q1 		$115K Hold
2,309
– – 0.09% 88
2014
Q4 		$107K Hold
2,309
– – 0.09% 92
2014
Q3 		$91K Hold
2,309
– – 0.08% 102
2014
Q2 		$99K Hold
2,309
– – 0.08% 93
2014
Q1 		$91K Buy
+2,309
New +$91K 0.08% 91