AWM
PEO

Aevitas Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

Aevitas Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,183
Closed -$24K – 445
2018
Q3 		$24K Hold
1,183
– – 0.02% 273
2018
Q2 		$24K Buy
+1,183
New +$24K 0.02% 261