Bartlett & Co’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $49K | Hold |
1,500
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $59K | Hold |
1,500
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $64K | Hold |
1,500
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $67K | Hold |
1,500
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $56K | Hold |
1,500
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $65K | Hold |
1,500
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $68K | Buy |
+1,500
| New | +$68K | ﹤0.01% | 536 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$59K | – | 436 |
|
|
2021
Q3 | $59K | Hold |
1,500
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $64K | Hold |
1,500
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $72K | Hold |
1,500
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $60K | Hold |
1,500
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $51K | Hold |
1,500
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $55K | Hold |
1,500
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $64K | Buy |
+1,500
| New | +$64K | ﹤0.01% | 421 |
|
|
2019
Q3 | $73K | Buy |
+1,500
| New | +$73K | ﹤0.01% | 439 |
|