BWP
Baldwin Wealth Partners’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-430
| Closed | -$19K | – | 535 |
|
|
2016
Q2 | $19K | Sell |
430
-2,195
| -84% | -$97K | ﹤0.01% | 343 |
|
|
2016
Q1 | $107K | Buy |
+2,625
| New | +$107K | 0.02% | 231 |
|
|
2015
Q2 | – | Sell |
-101,880
| Closed | -$3.48M | – | 252 |
|
|
2015
Q1 | $3.48M | Buy |
101,880
+10,527
| +12% | +$360K | 0.51% | 53 |
|
|
2014
Q4 | $3.23M | Buy |
91,353
+36,569
| +67% | +$1.29M | 0.47% | 58 |
|
|
2014
Q3 | $1.67M | Buy |
+54,784
| New | +$1.67M | 0.24% | 88 |
|