Frontier Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,608
| Closed | -$340K | – | 389 |
|
|
2017
Q4 | $340K | Sell |
6,608
-3,092
| -32% | -$159K | 0.05% | 256 |
|
|
2017
Q3 | $502K | Sell |
9,700
-300
| -3% | -$15.5K | 0.07% | 229 |
|
|
2017
Q2 | $425K | Buy |
10,000
+3,513
| +54% | +$149K | 0.07% | 248 |
|
|
2017
Q1 | $253K | Buy |
+6,487
| New | +$253K | 0.04% | 319 |
|