AWM
Aevitas Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $539K | Buy |
2,594
+100
| +4% | +$20.8K | 0.32% | 68 |
|
|
2022
Q3 | $443K | Sell |
2,494
-91
| -4% | -$16.2K | 0.33% | 73 |
|
|
2022
Q2 | $509K | Buy |
2,585
+4
| +0.2% | +$788 | 0.34% | 73 |
|
|
2022
Q1 | $572K | Buy |
2,581
+251
| +11% | +$55.6K | 0.35% | 69 |
|
|
2021
Q4 | $505K | Buy |
2,330
+1
| +0% | +$217 | 0.3% | 82 |
|
|
2021
Q3 | $519K | Hold |
2,329
| – | – | 0.33% | 76 |
|
|
2021
Q2 | $544K | Buy |
2,329
+255
| +12% | +$59.6K | 0.35% | 74 |
|
|
2021
Q1 | $439K | Buy |
2,074
+101
| +5% | +$21.4K | 0.31% | 81 |
|
|
2020
Q4 | $432K | Hold |
1,973
| – | – | 0.32% | 74 |
|
|
2020
Q3 | $395K | Hold |
1,973
| – | – | 0.33% | 77 |
|
|
2020
Q2 | $381K | Buy |
1,973
+133
| +7% | +$25.7K | 0.35% | 77 |
|
|
2020
Q1 | $296K | Sell |
1,840
-168
| -8% | -$27K | 0.33% | 77 |
|
|
2019
Q4 | $377K | Hold |
2,008
| – | – | 0.35% | 74 |
|
|
2019
Q3 | $345K | Sell |
2,008
-156
| -7% | -$26.8K | 0.35% | 77 |
|
|
2019
Q2 | $376K | Sell |
2,164
-967
| -31% | -$168K | 0.38% | 76 |
|
|
2019
Q1 | $489K | Sell |
3,131
-174
| -5% | -$27.2K | 0.44% | 64 |
|
|
2018
Q4 | $436K | Hold |
3,305
| – | – | 0.45% | 63 |
|
|
2018
Q3 | $496K | Buy |
3,305
+1
| +0% | +$150 | 0.45% | 62 |
|
|
2018
Q2 | $438K | Hold |
3,304
| – | – | 0.43% | 62 |
|
|
2018
Q1 | $395K | Buy |
3,304
+1
| +0% | +$120 | 0.39% | 65 |
|
|
2017
Q4 | $377K | Buy |
+3,303
| New | +$377K | 0.36% | 73 |
|