Laurel Wealth Advisors (California)’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,224
| Closed | -$266K | – | 450 |
|
|
2021
Q2 | $266K | Sell |
6,224
-748
| -11% | -$32K | 0.03% | 426 |
|
|
2021
Q1 | $333K | Sell |
6,972
-2,856
| -29% | -$136K | 0.05% | 334 |
|
|
2020
Q4 | $394K | Sell |
9,828
-889
| -8% | -$35.6K | 0.06% | 289 |
|
|
2020
Q3 | $366K | Sell |
10,717
-4,281
| -29% | -$146K | 0.06% | 271 |
|
|
2020
Q2 | $546K | Sell |
14,998
-247
| -2% | -$8.99K | 0.1% | 211 |
|
|
2020
Q1 | $648K | Sell |
15,245
-34,990
| -70% | -$1.49M | 0.15% | 163 |
|
|
2019
Q4 | $2.42M | Sell |
50,235
-466
| -0.9% | -$22.4K | 0.41% | 58 |
|
|
2019
Q3 | $2.46M | Sell |
50,701
-504
| -1% | -$24.4K | 0.42% | 57 |
|
|
2019
Q2 | $2.28M | Buy |
51,205
+970
| +2% | +$43.3K | 0.5% | 48 |
|
|
2019
Q1 | $2.04M | Buy |
50,235
+43,580
| +655% | +$1.77M | 0.5% | 47 |
|
|
2018
Q4 | $282K | Buy |
+6,655
| New | +$282K | 0.08% | 252 |
|
|
2018
Q1 | – | Sell |
-14,599
| Closed | -$751K | – | 353 |
|
|
2017
Q4 | $751K | Sell |
14,599
-204
| -1% | -$10.5K | 0.22% | 111 |
|
|
2017
Q3 | $766K | Sell |
14,803
-23,520
| -61% | -$1.22M | 0.26% | 99 |
|
|
2017
Q2 | $1.63M | Sell |
38,323
-35
| -0.1% | -$1.49K | 0.58% | 43 |
|
|
2017
Q1 | $1.5M | Sell |
38,358
-130
| -0.3% | -$5.07K | 0.58% | 48 |
|
|
2016
Q4 | $1.54M | Sell |
38,488
-190
| -0.5% | -$7.6K | 0.68% | 37 |
|
|
2016
Q3 | $1.62M | Buy |
38,678
+15
| +0% | +$627 | 0.76% | 30 |
|
|
2016
Q2 | $1.73M | Sell |
38,663
-735
| -2% | -$32.9K | 0.83% | 28 |
|
|
2016
Q1 | $1.61M | Buy |
39,398
+133
| +0.3% | +$5.43K | 0.81% | 30 |
|
|
2015
Q4 | $1.39M | Buy |
+39,265
| New | +$1.39M | 0.72% | 34 |
|