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Company Main View
Name:
Aevitas Wealth Management Inc.
City:
WELLESLEY HILLS
State:
MA
Zip:
02481
Achive data
View Filing Period:
Current Quarter
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
Portfolio Summary
View Filing
Filing Report Date :
2022-12-31
Total Value :
$169,004,000
Total Value Change :
$35,934,000
Securities Held Change :
6
All Securities Held :
114
New Positions
:
10
Closed Positions
:
4
Increased Positions
:
76
Unchanged Positions
:
3
Decreased Positions
:
25
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Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
VZ
Verizon Communications Inc
115
Closed
$40.40
$0
0
0%
-908,000
-23,926
0
Telecom Services - Do...
TSLA
Tesla Motors Inc
118
Closed
$177.81
$0
0
0%
-233,000
-879
0
Auto Manufacturers
SMG
The Scotts Miracle-Gro Co
117
Closed
$68.68
$0
0
0%
-215,000
-5,021
0
Agricultural & Fertil...
BSCM
Invesco BulletShares 2022 C...
116
Closed
$21.16
$0
0
0%
-989,000
-46,718
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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