CIM Investment Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,975
| Closed | -$209K | – | 261 |
|
|
2024
Q1 | $209K | Hold |
5,975
| – | – | 0.06% | 249 |
|
|
2023
Q4 | $214K | Buy |
+5,975
| New | +$214K | 0.07% | 255 |
|
|
2017
Q3 | – | Sell |
-16,902
| Closed | -$718K | – | 320 |
|
|
2017
Q2 | $718K | Sell |
16,902
-533
| -3% | -$22.6K | 0.26% | 91 |
|
|
2017
Q1 | $681K | Hold |
17,435
| – | – | 0.23% | 97 |
|
|
2016
Q4 | $697K | Hold |
17,435
| – | – | 0.25% | 98 |
|
|
2016
Q3 | $729K | Buy |
17,435
+660
| +4% | +$27.6K | 0.28% | 86 |
|
|
2016
Q2 | $752K | Buy |
16,775
+9,413
| +128% | +$422K | 0.31% | 87 |
|
|
2016
Q1 | $300K | Buy |
7,362
+911
| +14% | +$37.1K | 0.13% | 193 |
|
|
2015
Q4 | $228K | Hold |
6,451
| – | – | 0.1% | 218 |
|
|
2015
Q3 | $214K | Buy |
+6,451
| New | +$214K | 0.1% | 223 |
|
|
2015
Q1 | – | Sell |
-5,675
| Closed | -$201K | – | 260 |
|
|
2014
Q4 | $201K | Buy |
+5,675
| New | +$201K | 0.09% | 238 |
|