Bogart Wealth LLC’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,860
| Closed | -$60.2K | – | 1065 |
|
|
2023
Q3 | $60.2K | Buy |
1,860
+24
| +1% | +$777 | ﹤0.01% | 321 |
|
|
2023
Q2 | $72.1K | Buy |
1,836
+21
| +1% | +$825 | ﹤0.01% | 278 |
|
|
2023
Q1 | $77.1K | Buy |
1,815
+20
| +1% | +$849 | 0.01% | 256 |
|
|
2022
Q4 | $79.6K | Buy |
1,795
+18
| +1% | +$798 | 0.01% | 250 |
|
|
2022
Q3 | $66K | Buy |
1,777
+19
| +1% | +$706 | 0.01% | 264 |
|
|
2022
Q2 | $76K | Buy |
1,758
+37
| +2% | +$1.6K | 0.01% | 236 |
|
|
2022
Q1 | $78K | Buy |
1,721
+16
| +0.9% | +$725 | 0.01% | 228 |
|
|
2021
Q4 | $72K | Buy |
1,705
+17
| +1% | +$718 | 0.01% | 223 |
|
|
2021
Q3 | $66K | Buy |
+1,688
| New | +$66K | 0.01% | 227 |
|