Kiley Juergens Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,537
| Closed | -$77K | – | 84 |
|
|
2018
Q3 | $77K | Buy |
1,537
+5
| +0.3% | +$250 | 0.06% | 183 |
|
|
2018
Q2 | $80K | Buy |
+1,532
| New | +$80K | 0.07% | 158 |
|
|
2018
Q1 | – | Sell |
-1,520
| Closed | -$78K | – | 122 |
|
|
2017
Q4 | $78K | Buy |
+1,520
| New | +$78K | 0.07% | 152 |
|