AWM
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Aevitas Wealth Management’s Broadridge BR Stock Holding History

Aevitas Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-116
Closed -$15K – 397
2018
Q3 		$15K Hold
116
– – 0.01% 309
2018
Q2 		$13K Hold
116
– – 0.01% 304
2018
Q1 		$13K Hold
116
– – 0.01% 296
2017
Q4 		$11K Buy
+116
New +$11K 0.01% 306