AWM
Avior Wealth Management’s NCR Voyix VYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16
| Closed | -$221 | – | 2313 |
|
2024
Q4 | $221 | Sell |
16
-131
| -89% | -$1.81K | ﹤0.01% | 2356 |
|
2024
Q3 | $1.99K | Hold |
147
| – | – | ﹤0.01% | 1975 |
|
2024
Q2 | $1.82K | Sell |
147
-261
| -64% | -$3.22K | ﹤0.01% | 1951 |
|
2024
Q1 | $5.15K | Buy |
408
+261
| +178% | +$3.3K | ﹤0.01% | 2069 |
|
2023
Q4 | $2.49K | Buy |
147
+131
| +819% | +$2.22K | ﹤0.01% | 1278 |
|
2023
Q3 | $431 | Hold |
16
| – | – | ﹤0.01% | 1506 |
|
2023
Q2 | $403 | Sell |
16
-8
| -33% | -$202 | ﹤0.01% | 1477 |
|
2023
Q1 | $566 | Hold |
24
| – | – | ﹤0.01% | 1511 |
|
2022
Q4 | $561 | Hold |
24
| – | – | ﹤0.01% | 1166 |
|
2022
Q3 | $0 | Sell |
24
-8
| -25% | – | ﹤0.01% | 1312 |
|
2022
Q2 | $0 | Hold |
32
| – | – | ﹤0.01% | 1246 |
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1071 |
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1063 |
|
2021
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1035 |
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1007 |
|
2021
Q1 | $1K | Sell |
32
-61
| -66% | -$1.91K | ﹤0.01% | 988 |
|
2020
Q4 | $3K | Buy |
93
+61
| +191% | +$1.97K | ﹤0.01% | 857 |
|
2020
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 1033 |
|
2020
Q2 | $0 | Sell |
32
-6,768
| -100% | – | ﹤0.01% | 999 |
|
2020
Q1 | $120K | Sell |
6,800
-300
| -4% | -$5.29K | 0.02% | 399 |
|
2019
Q4 | $249K | Buy |
+7,100
| New | +$249K | 0.04% | 346 |
|
2018
Q4 | – | Sell |
-5,280
| Closed | -$150K | – | 766 |
|
2018
Q3 | $150K | Hold |
5,280
| – | – | 0.03% | 400 |
|
2018
Q2 | $158K | Sell |
5,280
-650
| -11% | -$19.5K | 0.04% | 382 |
|
2018
Q1 | $187K | Sell |
5,930
-1,310
| -18% | -$41.3K | 0.04% | 334 |
|
2017
Q4 | $246K | Buy |
+7,240
| New | +$246K | 0.06% | 283 |
|
2016
Q2 | – | Sell |
-100
| Closed | -$3K | – | 494 |
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
2015
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
2015
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
2014
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 291 |
|