AWM
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Avitas Wealth Management’s Grocery Outlet GO Stock Holding History

Avitas Wealth Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,926
Closed -$390K – 214
2020
Q3 		$390K Buy
9,926
+572
+6% +$22.5K 0.11% 164
2020
Q2 		$382K Sell
9,354
-27
-0.3% -$1.1K 0.13% 137
2020
Q1 		$322K Buy
+9,381
New +$322K 0.15% 114