Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 28, 2022

SELL
N/A
-26,517 Closed
0 $0
Q4 2021

Jan 26, 2022

SELL
N/A
-18,798 Reduced 41.48%
26,517 $728,000
Q3 2021

Oct 28, 2021

SELL
N/A
-26,708 Reduced 37.08%
45,315 $2.18 Million
Q2 2021

Jul 12, 2021

BUY
N/A
16,095 Added 28.78%
72,023 $3.76 Million
Q1 2021

May 13, 2021

SELL
N/A
-992 Reduced 1.74%
55,928 $3.43 Million
Q4 2020

Feb 26, 2021

BUY
N/A
26,780 Added 88.85%
56,920 $2.65 Million
Q3 2020

Oct 06, 2020

BUY
N/A
2,215 Added 7.93%
30,140 $1.77 Million
Q2 2020

Jul 30, 2020

BUY
N/A
27,925 New
27,925 $929,000
Track This Portfolio

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.