CFS
Commonwealth Financial Services’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $28K | Hold |
705
| – | – | 0.03% | 128 |
|
|
2016
Q4 | $28K | Sell |
705
-7,880
| -92% | -$313K | 0.03% | 115 |
|
|
2016
Q3 | $359K | Buy |
8,585
+436
| +5% | +$18.2K | 0.34% | 36 |
|
|
2016
Q2 | $365K | Hold |
8,149
| – | – | 0.43% | 25 |
|
|
2016
Q1 | $332K | Sell |
8,149
-3,187
| -28% | -$130K | 0.49% | 18 |
|
|
2015
Q4 | $401K | Sell |
11,336
-1,139
| -9% | -$40.3K | 1.36% | 20 |
|
|
2015
Q3 | $415K | Hold |
12,475
| – | – | 0.48% | 23 |
|
|
2015
Q2 | $382K | Sell |
12,475
-399
| -3% | -$12.2K | 0.41% | 26 |
|
|
2015
Q1 | $440K | Buy |
12,874
+42
| +0.3% | +$1.44K | 0.39% | 26 |
|
|
2014
Q4 | $454K | Buy |
+12,832
| New | +$454K | 0.41% | 28 |
|