GWMIA
Global Wealth Management Investment Advisory’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-225
| Closed | -$8.04K | – | 164 |
|
|
2023
Q4 | $8.04K | Hold |
225
| – | – | ﹤0.01% | 302 |
|
|
2023
Q3 | $7.28K | Sell |
225
-161
| -42% | -$5.21K | ﹤0.01% | 307 |
|
|
2023
Q2 | $15.2K | Buy |
+386
| New | +$15.2K | ﹤0.01% | 269 |
|
|
2022
Q3 | – | Sell |
-225
| Closed | -$10K | – | 164 |
|
|
2022
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 323 |
|
|
2021
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $9K | Hold |
225
| – | – | ﹤0.01% | 290 |
|
|
2020
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 371 |
|
|
2020
Q1 | $10K | Hold |
225
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $11K | Buy |
+225
| New | +$11K | ﹤0.01% | 340 |
|