Raymond James Financial Services Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,557
| Closed | -$278K | – | 3235 |
|
|
2023
Q1 | $278K | Buy |
6,557
+338
| +5% | +$14.3K | ﹤0.01% | 2682 |
|
|
2022
Q4 | $276K | Buy |
6,219
+216
| +4% | +$9.58K | ﹤0.01% | 2641 |
|
|
2022
Q3 | $222K | Buy |
6,003
+500
| +9% | +$18.5K | ﹤0.01% | 2775 |
|
|
2022
Q2 | $239K | Sell |
5,503
-1,337
| -20% | -$58.1K | ﹤0.01% | 2749 |
|
|
2022
Q1 | $309K | Sell |
6,840
-1,234
| -15% | -$55.7K | ﹤0.01% | 2689 |
|
|
2021
Q4 | $343K | Buy |
8,074
+131
| +2% | +$5.57K | ﹤0.01% | 2616 |
|
|
2021
Q3 | $311K | Sell |
7,943
-7,875
| -50% | -$308K | ﹤0.01% | 2661 |
|
|
2021
Q2 | $675K | Buy |
15,818
+269
| +2% | +$11.5K | ﹤0.01% | 2180 |
|
|
2021
Q1 | $742K | Sell |
15,549
-63
| -0.4% | -$3.01K | ﹤0.01% | 2044 |
|
|
2020
Q4 | $627K | Sell |
15,612
-92
| -0.6% | -$3.7K | ﹤0.01% | 1995 |
|
|
2020
Q3 | $536K | Sell |
15,704
-3,385
| -18% | -$116K | ﹤0.01% | 1921 |
|
|
2020
Q2 | $695K | Buy |
19,089
+4,572
| +31% | +$166K | ﹤0.01% | 1711 |
|
|
2020
Q1 | $617K | Sell |
14,517
-76
| -0.5% | -$3.23K | ﹤0.01% | 1429 |
|
|
2019
Q4 | $702K | Sell |
14,593
-251
| -2% | -$12.1K | ﹤0.01% | 1755 |
|
|
2019
Q3 | $719K | Sell |
14,844
-1,058
| -7% | -$51.2K | ﹤0.01% | 1669 |
|
|
2019
Q2 | $709K | Buy |
15,902
+126
| +0.8% | +$5.62K | ﹤0.01% | 1692 |
|
|
2019
Q1 | $641K | Sell |
15,776
-1,772
| -10% | -$72K | ﹤0.01% | 1720 |
|
|
2018
Q4 | $745K | Sell |
17,548
-2,424
| -12% | -$103K | ﹤0.01% | 1423 |
|
|
2018
Q3 | $1.01M | Buy |
19,972
+429
| +2% | +$21.7K | ﹤0.01% | 1464 |
|
|
2018
Q2 | $1.03M | Sell |
19,543
-1,971
| -9% | -$104K | 0.01% | 1407 |
|
|
2018
Q1 | $1.1M | Buy |
21,514
+8
| +0% | +$410 | 0.01% | 1247 |
|
|
2017
Q4 | $1.11M | Sell |
21,506
-77
| -0.4% | -$3.96K | 0.01% | 1238 |
|
|
2017
Q3 | $1.12M | Sell |
21,583
-354
| -2% | -$18.3K | 0.01% | 1241 |
|
|
2017
Q2 | $931K | Buy |
21,937
+709
| +3% | +$30.1K | 0.01% | 1326 |
|
|
2017
Q1 | $829K | Buy |
21,228
+7,418
| +54% | +$290K | 0.01% | 1288 |
|
|
2016
Q4 | $552K | Sell |
13,810
-7,661
| -36% | -$306K | ﹤0.01% | 1476 |
|
|
2016
Q3 | $897K | Buy |
21,471
+8,215
| +62% | +$343K | 0.01% | 1151 |
|
|
2016
Q2 | $594K | Sell |
13,256
-689
| -5% | -$30.9K | 0.01% | 1336 |
|
|
2016
Q1 | $569K | Buy |
13,945
+20
| +0.1% | +$816 | 0.01% | 1193 |
|
|
2015
Q4 | $493K | Buy |
+13,925
| New | +$493K | 0.01% | 1206 |
|