Avior Wealth Management’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$438	–	2340
2024 Q4	$438	Hold	4	–	–	﹤0.01%	2303
2024 Q3	$316	Sell	4 -24	-86%	-$1.9K	﹤0.01%	2202
2024 Q2	$2.04K	Sell	28 -438	-94%	-$32K	﹤0.01%	1939
2024 Q1	$39.5K	Buy	+466	New	+$39.5K	﹤0.01%	1319