Joel Isaacson & Co’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,421
| Closed | -$137K | – | 202 |
|
|
2016
Q4 | $137K | Hold |
3,421
| – | – | 0.03% | 186 |
|
|
2016
Q3 | $143K | Hold |
3,421
| – | – | 0.03% | 196 |
|
|
2016
Q2 | $153K | Hold |
3,421
| – | – | 0.03% | 192 |
|
|
2016
Q1 | $140K | Hold |
3,421
| – | – | 0.03% | 204 |
|
|
2015
Q4 | $121K | Hold |
3,421
| – | – | 0.03% | 203 |
|
|
2015
Q3 | $114K | Hold |
3,421
| – | – | 0.03% | 211 |
|
|
2015
Q2 | $105K | Hold |
3,421
| – | – | 0.03% | 246 |
|
|
2015
Q1 | $117K | Sell |
3,421
-140
| -4% | -$4.79K | 0.03% | 231 |
|
|
2014
Q4 | $126K | Hold |
3,561
| – | – | 0.03% | 208 |
|
|
2014
Q3 | $109K | Hold |
3,561
| – | – | 0.03% | 195 |
|
|
2014
Q2 | $119K | Hold |
3,561
| – | – | 0.04% | 185 |
|
|
2014
Q1 | $109K | Hold |
3,561
| – | – | 0.04% | 187 |
|
|
2013
Q4 | $100K | Hold |
3,561
| – | – | 0.04% | 188 |
|
|
2013
Q3 | $94K | Buy |
3,561
+999
| +39% | +$26.4K | 0.04% | 178 |
|
|
2013
Q2 | $69K | Buy |
+2,562
| New | +$69K | 0.03% | 189 |
|