AWM
Aevitas Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$32K | – | 307 |
|
|
2019
Q1 | $32K | Hold |
500
| – | – | 0.03% | 214 |
|
|
2018
Q4 | $32K | Sell |
500
-103
| -17% | -$6.59K | 0.03% | 212 |
|
|
2018
Q3 | $50K | Buy |
603
+1
| +0.2% | +$83 | 0.05% | 199 |
|
|
2018
Q2 | $56K | Hold |
602
| – | – | 0.05% | 183 |
|
|
2018
Q1 | $60K | Buy |
602
+1
| +0.2% | +$100 | 0.06% | 171 |
|
|
2017
Q4 | $59K | Buy |
+601
| New | +$59K | 0.06% | 176 |
|