Dorsey & Whitney Trust’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 |
-7,144
| Closed | -$231K | – | 610 |
|
|
2023
Q3 | $231K | Buy |
+7,144
| New | +$231K | 0.02% | 503 |
|
|
2021
Q4 | – | Sell |
-9,078
| Closed | -$354K | – | 567 |
|
|
2021
Q3 | $354K | Buy |
9,078
+2,856
| +46% | +$111K | 0.03% | 362 |
|
|
2021
Q2 | $265K | Buy |
+6,222
| New | +$265K | 0.03% | 428 |
|
|
2020
Q1 | – | Sell |
-4,893
| Closed | -$236K | – | 407 |
|
|
2019
Q4 | $236K | Buy |
+4,893
| New | +$236K | 0.03% | 381 |
|