Americana Partners’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 |
-5,900
| Closed | -$232K | – | 292 |
|
|
2023
Q2 | $232K | Sell |
5,900
-6,915
| -54% | -$272K | 0.03% | 261 |
|
|
2023
Q1 | $544K | Sell |
12,815
-125
| -1% | -$5.31K | 0.09% | 173 |
|
|
2022
Q4 | $574K | Sell |
12,940
-50
| -0.4% | -$2.22K | 0.1% | 147 |
|
|
2022
Q3 | $481K | Hold |
12,990
| – | – | 0.09% | 158 |
|
|
2022
Q2 | $565K | Buy |
+12,990
| New | +$565K | 0.1% | 143 |
|
|
2022
Q1 | – | Sell |
-15,745
| Closed | -$669K | – | 236 |
|
|
2021
Q4 | $669K | Buy |
15,745
+6,815
| +76% | +$290K | 0.12% | 139 |
|
|
2021
Q3 | $349K | Buy |
+8,930
| New | +$349K | 0.08% | 171 |
|