EHWM
Eads & Heald Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,858
| Closed | -$206K | – | 146 |
|
|
2023
Q1 | $206K | Buy |
+4,858
| New | +$206K | 0.1% | 141 |
|
|
2016
Q3 | – | Sell |
-4,540
| Closed | -$203K | – | 131 |
|
|
2016
Q2 | $203K | Sell |
4,540
-405
| -8% | -$18.1K | 0.14% | 126 |
|
|
2016
Q1 | $202K | Buy |
+4,945
| New | +$202K | 0.14% | 127 |
|