Gary Goldberg Planning Services’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $227K | Sell |
6,418
-2,171
| -25% | -$76.8K | 0.1% | 101 |
|
|
2014
Q3 | $262K | Sell |
8,589
-378
| -4% | -$11.5K | 0.11% | 95 |
|
|
2014
Q2 | $301K | Sell |
8,967
-377
| -4% | -$12.7K | 0.13% | 90 |
|
|
2014
Q1 | $286K | Buy |
9,344
+4,637
| +99% | +$142K | 0.14% | 89 |
|
|
2013
Q4 | $133K | Buy |
4,707
+1,076
| +30% | +$30.4K | 0.08% | 114 |
|
|
2013
Q3 | $96K | Buy |
3,631
+1,306
| +56% | +$34.5K | 0.06% | 134 |
|
|
2013
Q2 | $63K | Buy |
+2,325
| New | +$63K | 0.04% | 164 |
|