Advisor Partners II’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $210K | Sell |
6,473
-3,191
| -33% | -$103K | 0.01% | 1150 |
|
|
2023
Q2 | $380K | Buy |
9,664
+3,933
| +69% | +$154K | 0.02% | 700 |
|
|
2023
Q1 | $243K | Buy |
5,731
+638
| +13% | +$27.1K | 0.01% | 835 |
|
|
2022
Q4 | $226K | Sell |
5,093
-2,010
| -28% | -$89.1K | 0.01% | 800 |
|
|
2022
Q3 | $263K | Buy |
+7,103
| New | +$263K | 0.02% | 659 |
|