AWM
Aevitas Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $254K | Buy |
1,914
+250
| +15% | +$33.1K | 0.15% | 105 |
|
|
2022
Q3 | $239K | Sell |
1,664
-15
| -0.9% | -$2.15K | 0.18% | 101 |
|
|
2022
Q2 | $277K | Hold |
1,679
| – | – | 0.19% | 100 |
|
|
2022
Q1 | $356K | Sell |
1,679
-722
| -30% | -$153K | 0.22% | 91 |
|
|
2021
Q4 | $610K | Buy |
2,401
+40
| +2% | +$10.2K | 0.36% | 68 |
|
|
2021
Q3 | $640K | Sell |
2,361
-8
| -0.3% | -$2.17K | 0.41% | 65 |
|
|
2021
Q2 | $579K | Buy |
2,369
+230
| +11% | +$56.2K | 0.37% | 71 |
|
|
2021
Q1 | $453K | Buy |
2,139
+140
| +7% | +$29.6K | 0.32% | 79 |
|
|
2020
Q4 | $445K | Buy |
1,999
+355
| +22% | +$79K | 0.33% | 70 |
|
|
2020
Q3 | $413K | Hold |
1,644
| – | – | 0.34% | 74 |
|
|
2020
Q2 | $308K | Buy |
1,644
+236
| +17% | +$44.2K | 0.28% | 82 |
|
|
2020
Q1 | $203K | Hold |
1,408
| – | – | 0.23% | 94 |
|
|
2019
Q4 | $229K | Buy |
+1,408
| New | +$229K | 0.22% | 102 |
|
|
2019
Q2 | – | Sell |
-908
| Closed | -$143K | – | 147 |
|
|
2019
Q1 | $143K | Hold |
908
| – | – | 0.13% | 120 |
|
|
2018
Q4 | $124K | Sell |
908
-300
| -25% | -$41K | 0.13% | 121 |
|
|
2018
Q3 | $192K | Buy |
1,208
+200
| +20% | +$31.8K | 0.17% | 104 |
|
|
2018
Q2 | $137K | Buy |
1,008
+1,000
| +12,500% | +$136K | 0.13% | 119 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 425 |
|
|
2017
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 416 |
|