AWM
Avitas Wealth Management’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,957
| Closed | -$939K | – | 217 |
|
|
2021
Q4 | $939K | Sell |
19,957
-10,311
| -34% | -$485K | 0.16% | 131 |
|
|
2021
Q3 | $2.24M | Buy |
+30,268
| New | +$2.24M | 0.41% | 95 |
|
|
2019
Q4 | – | Sell |
-40,529
| Closed | -$640K | – | 179 |
|
|
2019
Q3 | $640K | Buy |
40,529
+229
| +0.6% | +$3.62K | 0.18% | 128 |
|
|
2019
Q2 | $576K | Buy |
+40,300
| New | +$576K | 0.16% | 138 |
|