BAM
Bruderman Asset Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,795
| Closed | -$204K | – | 133 |
|
|
2017
Q2 | $204K | Buy |
+4,795
| New | +$204K | 0.05% | 113 |
|
|
2017
Q1 | – | Sell |
-4,549
| Closed | -$182K | – | 128 |
|
|
2016
Q4 | $182K | Sell |
4,549
-809
| -15% | -$32.4K | 0.05% | 118 |
|
|
2016
Q3 | $224K | Buy |
5,358
+27
| +0.5% | +$1.13K | 0.07% | 112 |
|
|
2016
Q2 | $239K | Buy |
5,331
+1,158
| +28% | +$51.9K | 0.07% | 110 |
|
|
2016
Q1 | $170K | Sell |
4,173
-151
| -3% | -$6.15K | 0.06% | 125 |
|
|
2015
Q4 | $153K | Sell |
4,324
-18
| -0.4% | -$637 | 0.06% | 133 |
|
|
2015
Q3 | $144K | Sell |
4,342
-1,543
| -26% | -$51.2K | 0.06% | 124 |
|
|
2015
Q2 | $180K | Sell |
5,885
-243
| -4% | -$7.43K | 0.07% | 117 |
|
|
2015
Q1 | $209K | Buy |
+6,128
| New | +$209K | 0.08% | 107 |
|