AWM
Aevitas Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,422
| Closed | -$41K | – | 138 |
|
|
2019
Q1 | $41K | Buy |
1,422
+3
| +0.2% | +$86 | 0.04% | 202 |
|
|
2018
Q4 | $36K | Hold |
1,419
| – | – | 0.04% | 203 |
|
|
2018
Q3 | $40K | Hold |
1,419
| – | – | 0.04% | 217 |
|
|
2018
Q2 | $35K | Sell |
1,419
-1,048
| -42% | -$25.8K | 0.03% | 228 |
|
|
2018
Q1 | $73K | Buy |
2,467
+7
| +0.3% | +$207 | 0.07% | 152 |
|
|
2017
Q4 | $73K | Buy |
+2,460
| New | +$73K | 0.07% | 158 |
|