LWAM
Legacy Wealth Asset Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,535
| Closed | -$378K | – | 337 |
|
|
2022
Q4 | $378K | Sell |
8,535
-2,011
| -19% | -$89.2K | 0.14% | 262 |
|
|
2022
Q3 | $391K | Sell |
10,546
-699
| -6% | -$25.9K | 0.17% | 212 |
|
|
2022
Q2 | $489K | Sell |
11,245
-261
| -2% | -$11.4K | 0.2% | 173 |
|
|
2022
Q1 | $519K | Buy |
11,506
+193
| +2% | +$8.71K | 0.18% | 183 |
|
|
2021
Q4 | $481K | Buy |
11,313
+238
| +2% | +$10.1K | 0.16% | 202 |
|
|
2021
Q3 | $433K | Sell |
11,075
-296
| -3% | -$11.6K | 0.2% | 193 |
|
|
2021
Q2 | $485K | Sell |
11,371
-721
| -6% | -$30.8K | 0.22% | 175 |
|
|
2021
Q1 | $577K | Sell |
12,092
-113
| -0.9% | -$5.39K | 0.27% | 150 |
|
|
2020
Q4 | $490K | Buy |
+12,205
| New | +$490K | 0.25% | 162 |
|