LWM
Liberty Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,961
| Closed | -$116K | – | 235 |
|
|
2021
Q3 | $116K | Hold |
2,961
| – | – | 0.04% | 261 |
|
|
2021
Q2 | $126K | Hold |
2,961
| – | – | 0.05% | 186 |
|
|
2021
Q1 | $112K | Hold |
2,961
| – | – | 0.05% | 165 |
|
|
2020
Q4 | $112K | Hold |
2,961
| – | – | 0.05% | 163 |
|
|
2020
Q3 | $101K | Hold |
2,961
| – | – | 0.06% | 156 |
|
|
2020
Q2 | $108K | Hold |
2,961
| – | – | 0.08% | 140 |
|
|
2020
Q1 | $126K | Hold |
2,961
| – | – | 0.11% | 118 |
|
|
2019
Q4 | $142K | Sell |
2,961
-200
| -6% | -$9.59K | 0.11% | 123 |
|
|
2019
Q3 | $153K | Hold |
3,161
| – | – | 0.14% | 109 |
|
|
2019
Q2 | $141K | Hold |
3,161
| – | – | 0.12% | 133 |
|
|
2019
Q1 | $128K | Hold |
3,161
| – | – | 0.1% | 116 |
|
|
2018
Q4 | $134K | Buy |
+3,161
| New | +$134K | 0.1% | 110 |
|