Schubert & Co’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13
| Closed | -$552 | – | 151 |
|
|
2023
Q1 | $552 | Buy |
13
+3
| +30% | +$127 | ﹤0.01% | 1388 |
|
|
2022
Q4 | $443 | Sell |
10
-7
| -41% | -$310 | ﹤0.01% | 1415 |
|
|
2022
Q3 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 999 |
|
|
2022
Q2 | $1K | Buy |
18
+8
| +80% | +$444 | ﹤0.01% | 983 |
|
|
2022
Q1 | $0 | Buy |
10
+5
| +100% | – | ﹤0.01% | 1071 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1006 |
|