Avior Wealth Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.38K Buy
2024
Q2
Sell
2024
Q1
$71.1K Buy
2023
Q4
Sell
2023
Q3
$3.44K Hold
2023
Q2
$3.99K Hold
2023
Q1
$3.65K Sell
2022
Q4
$10.1K Hold
2022
Q3
$9K Buy
2020
Q2
Sell
2020
Q1
$98K Hold
2019
Q4
$207K Hold
2019
Q3
$179K Sell
2019
Q2
$233K Buy
2019
Q1
$174K Buy