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Avitas Wealth Management’s Polaris PII Stock Holding History

Avitas Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,887
Closed -$669K – 204
2021
Q2 		$669K Buy
+4,887
New +$669K 0.12% 166