Berman Capital Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
27
+10
| +59% | +$370 | ﹤0.01% | 1803 |
|
|
2021
Q2 | $0 | Buy |
17
+12
| +240% | – | ﹤0.01% | 1894 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q4 | $0 | Sell |
5
-7
| -58% | – | ﹤0.01% | 1664 |
|
|
2020
Q3 | $0 | Sell |
12
-61
| -84% | – | ﹤0.01% | 1591 |
|
|
2020
Q2 | $2K | Buy |
73
+19
| +35% | +$521 | ﹤0.01% | 1230 |
|
|
2020
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 1166 |
|
|
2019
Q3 | $2K | Buy |
54
+1
| +2% | +$37 | ﹤0.01% | 1144 |
|
|
2019
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1155 |
|
|
2019
Q1 | $2K | Sell |
53
-29
| -35% | -$1.09K | ﹤0.01% | 1059 |
|
|
2018
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 784 |
|