FGAM
Financial Gravity Asset Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 774 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$197 | – | 75 |
|
|
2020
Q1 | $197 | Hold |
5
| – | – | ﹤0.01% | 732 |
|
|
2019
Q4 | $48K | Sell |
5
-4
| -44% | -$38.4K | 0.03% | 665 |
|
|
2019
Q3 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 1199 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1238 |
|
|
2019
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1320 |
|
|
2018
Q3 | $1K | Buy |
14
+1
| +8% | +$71 | ﹤0.01% | 1074 |
|
|
2018
Q2 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 1095 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1065 |
|