Confluence Wealth Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $269K | Buy |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $370K | Buy |
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|
2017
Q4 | $369K | Sell |
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|
2017
Q3 | $395K | Sell |
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|
2017
Q2 | $334K | Sell |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $289K | Sell |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $316K | Buy |
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|
2016
Q1 | $274K | Buy |
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