HBK Sorce Advisory’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,050
| Closed | -$313K | – | 610 |
|
|
2022
Q4 | $313K | Buy |
+7,050
| New | +$313K | 0.01% | 547 |
|
|
2022
Q1 | – | Sell |
-4,849
| Closed | -$206K | – | 559 |
|
|
2021
Q4 | $206K | Buy |
+4,849
| New | +$206K | 0.01% | 553 |
|
|
2021
Q2 | – | Sell |
-4,665
| Closed | -$223K | – | 593 |
|
|
2021
Q1 | $223K | Buy |
+4,665
| New | +$223K | 0.01% | 486 |
|