Mark Sheptoff Financial Planning’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.7K | Sell |
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|
2023
Q3 | $191K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $200K | Hold |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $283K | Hold |
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|
2017
Q3 | $285K | Hold |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $215K | Buy |
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|
2016
Q4 | $220K | Hold |
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|
2016
Q3 | $230K | Buy |
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|
2016
Q2 | $202K | Hold |
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|
2016
Q1 | $184K | Hold |
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|
2015
Q4 | $159K | Hold |
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|
2015
Q3 | $150K | Hold |
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|
2015
Q2 | $138K | Hold |
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|
2015
Q1 | $154K | Hold |
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|
2014
Q4 | $159K | Hold |
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|
2014
Q3 | $137K | Hold |
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|
2014
Q2 | $151K | Hold |
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|
2014
Q1 | $138K | Buy |
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