Advocate Group’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,326
| Closed | -$209K | – | 118 |
|
|
2023
Q2 | $209K | Hold |
5,326
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $226K | Hold |
5,326
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $236K | Sell |
5,326
-848
| -14% | -$37.6K | 0.05% | 110 |
|
|
2022
Q3 | $229K | Sell |
6,174
-12
| -0.2% | -$445 | 0.06% | 108 |
|
|
2022
Q2 | $269K | Buy |
+6,186
| New | +$269K | 0.06% | 105 |
|