First Allied Advisory Services’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-36,233
| Closed | -$1.53M | – | 1113 |
|
|
2017
Q2 | $1.53M | Sell |
36,233
-6,002
| -14% | -$254K | 0.07% | 306 |
|
|
2017
Q1 | $1.65M | Buy |
42,235
+5,927
| +16% | +$232K | 0.09% | 248 |
|
|
2016
Q4 | $1.45M | Buy |
36,308
+355
| +1% | +$14.2K | 0.07% | 284 |
|
|
2016
Q3 | $1.5M | Sell |
35,953
-2,729
| -7% | -$114K | 0.08% | 264 |
|
|
2016
Q2 | $1.73M | Sell |
38,682
-1,179
| -3% | -$52.7K | 0.1% | 238 |
|
|
2016
Q1 | $1.62M | Buy |
39,861
+2,371
| +6% | +$96.5K | 0.09% | 243 |
|
|
2015
Q4 | $1.33M | Buy |
37,490
+407
| +1% | +$14.4K | 0.07% | 305 |
|
|
2015
Q3 | $1.23M | Buy |
+37,083
| New | +$1.23M | 0.07% | 303 |
|
|
2014
Q2 | – | Sell |
-13,551
| Closed | -$416K | – | 1002 |
|
|
2014
Q1 | $416K | Buy |
13,551
+5,551
| +69% | +$170K | 0.03% | 584 |
|
|
2013
Q4 | $225K | Buy |
+8,000
| New | +$225K | 0.02% | 780 |
|