Financial Architects (New Jersey)’s Avista AVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-284
| Closed | -$10K | – | 307 |
|
2020
Q2 | $10K | Hold |
284
| – | – | ﹤0.01% | 640 |
|
2020
Q1 | $12K | Hold |
284
| – | – | ﹤0.01% | 580 |
|
2019
Q4 | $14K | Hold |
284
| – | – | ﹤0.01% | 622 |
|
2019
Q3 | $14K | Hold |
284
| – | – | ﹤0.01% | 646 |
|
2019
Q2 | $13K | Hold |
284
| – | – | ﹤0.01% | 715 |
|
2019
Q1 | $12K | Hold |
284
| – | – | ﹤0.01% | 925 |
|
2018
Q4 | $12K | Hold |
284
| – | – | ﹤0.01% | 845 |
|
2018
Q3 | $14K | Hold |
284
| – | – | ﹤0.01% | 874 |
|
2018
Q2 | $15K | Hold |
284
| – | – | ﹤0.01% | 874 |
|
2018
Q1 | $15K | Hold |
284
| – | – | ﹤0.01% | 841 |
|
2017
Q4 | $15K | Hold |
284
| – | – | ﹤0.01% | 911 |
|
2017
Q3 | $15K | Hold |
284
| – | – | ﹤0.01% | 924 |
|
2017
Q2 | $12K | Hold |
284
| – | – | ﹤0.01% | 976 |
|
2017
Q1 | $11K | Hold |
284
| – | – | ﹤0.01% | 1000 |
|
2016
Q4 | $11K | Hold |
284
| – | – | ﹤0.01% | 969 |
|
2016
Q3 | $12K | Hold |
284
| – | – | ﹤0.01% | 939 |
|
2016
Q2 | $13K | Hold |
284
| – | – | ﹤0.01% | 889 |
|
2016
Q1 | $12K | Buy |
+284
| New | +$12K | ﹤0.01% | 687 |
|
2015
Q3 | – | Sell |
-284
| Closed | -$9K | – | 253 |
|
2015
Q2 | $9K | Sell |
284
-120
| -30% | -$3.8K | ﹤0.01% | 792 |
|
2015
Q1 | $14K | Hold |
404
| – | – | 0.01% | 639 |
|
2014
Q4 | $14K | Buy |
+404
| New | +$14K | 0.01% | 590 |
|
2014
Q3 | – | Sell |
-284
| Closed | -$10K | – | 852 |
|
2014
Q2 | $10K | Buy |
+284
| New | +$10K | ﹤0.01% | 620 |
|