Freedom Investment Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-9,491
| Closed | -$486K | – | 961 |
|
2018
Q1 | $486K | Sell |
9,491
-384
| -4% | -$19.7K | 0.02% | 634 |
|
2017
Q4 | $508K | Sell |
9,875
-60
| -0.6% | -$3.09K | 0.03% | 623 |
|
2017
Q3 | $514K | Buy |
9,935
+811
| +9% | +$42K | 0.03% | 582 |
|
2017
Q2 | $387K | Buy |
9,124
+125
| +1% | +$5.3K | 0.02% | 675 |
|
2017
Q1 | $351K | Buy |
8,999
+157
| +2% | +$6.12K | 0.02% | 682 |
|
2016
Q4 | $354K | Sell |
8,842
-660
| -7% | -$26.4K | 0.02% | 617 |
|
2016
Q3 | $397K | Sell |
9,502
-86
| -0.9% | -$3.59K | 0.03% | 516 |
|
2016
Q2 | $430K | Buy |
9,588
+1,825
| +24% | +$81.8K | 0.03% | 467 |
|
2016
Q1 | $317K | Sell |
7,763
-3,153
| -29% | -$129K | 0.02% | 537 |
|
2015
Q4 | $386K | Buy |
+10,916
| New | +$386K | 0.03% | 473 |
|
2015
Q2 | – | Sell |
-6,001
| Closed | -$205K | – | 684 |
|
2015
Q1 | $205K | Buy |
+6,001
| New | +$205K | 0.02% | 586 |
|
2014
Q1 | – | Sell |
-7,134
| Closed | -$201K | – | 436 |
|
2013
Q4 | $201K | Buy |
+7,134
| New | +$201K | 0.05% | 391 |
|