OneDigital Investment Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-217
| Closed | -$10K | – | 561 |
|
|
2019
Q2 | $10K | Hold |
217
| – | – | ﹤0.01% | 921 |
|
|
2019
Q1 | $9K | Hold |
217
| – | – | ﹤0.01% | 890 |
|
|
2018
Q4 | $9K | Hold |
217
| – | – | ﹤0.01% | 865 |
|
|
2018
Q3 | $11K | Hold |
217
| – | – | ﹤0.01% | 806 |
|
|
2018
Q2 | $11K | Sell |
217
-200
| -48% | -$10.1K | ﹤0.01% | 1011 |
|
|
2018
Q1 | $21K | Sell |
417
-392
| -48% | -$19.7K | ﹤0.01% | 796 |
|
|
2017
Q4 | $51K | Sell |
809
-1,328
| -62% | -$83.7K | 0.01% | 500 |
|
|
2017
Q3 | $111K | Sell |
2,137
-200
| -9% | -$10.4K | 0.04% | 213 |
|
|
2017
Q2 | $99K | Buy |
+2,337
| New | +$99K | 0.03% | 315 |
|