Encompass Wealth Advisors’s Avaya Holdings Corp. Common Stock AVYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,085
| Closed | -$4 | – | 295 |
|
|
2023
Q1 | $4 | Hold |
19,085
| – | – | ﹤0.01% | 280 |
|
|
2022
Q4 | $3.74K | Hold |
19,085
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $30K | Hold |
19,085
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $43K | Hold |
19,085
| – | – | 0.02% | 215 |
|
|
2022
Q1 | $242K | Hold |
19,085
| – | – | 0.06% | 195 |
|
|
2021
Q4 | $378K | Sell |
19,085
-8,453
| -31% | -$167K | 0.09% | 161 |
|
|
2021
Q3 | $544K | Hold |
27,538
| – | – | 0.14% | 117 |
|
|
2021
Q2 | $740K | Hold |
27,538
| – | – | 0.18% | 99 |
|
|
2021
Q1 | $795K | Buy |
+27,538
| New | +$736K | 0.2% | 92 |
|