Glassman Wealth Services’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-81
| Closed | -$2.9K | – | 344 |
|
|
2023
Q4 | $2.9K | Buy |
+81
| New | +$2.9K | ﹤0.01% | 1230 |
|
|
2023
Q3 | – | Sell |
-28
| Closed | -$1.1K | – | 1999 |
|
|
2023
Q2 | $1.1K | Buy |
+28
| New | +$1.1K | ﹤0.01% | 1416 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1K | – | 1931 |
|
|
2022
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1331 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 1216 |
|
|
2020
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1129 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1172 |
|
|
2018
Q3 | – | Sell |
-31
| Closed | -$2K | – | 810 |
|
|
2018
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 541 |
|