AWM
Aevitas Wealth Management’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-150
| Closed | -$12K | – | 367 |
|
|
2019
Q1 | $12K | Sell |
150
-400
| -73% | -$32K | 0.01% | 292 |
|
|
2018
Q4 | $38K | Hold |
550
| – | – | 0.04% | 200 |
|
|
2018
Q3 | $46K | Hold |
550
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $48K | Hold |
550
| – | – | 0.05% | 196 |
|
|
2018
Q1 | $43K | Hold |
550
| – | – | 0.04% | 193 |
|
|
2017
Q4 | $41K | Buy |
+550
| New | +$41K | 0.04% | 200 |
|