SWA
Sutton Wealth Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,174
| Closed | -$52.1K | – | 870 |
|
|
2022
Q4 | $52.1K | Hold |
1,174
| – | – | 0.02% | 380 |
|
|
2022
Q3 | $43.5K | Sell |
1,174
-23
| -2% | -$852 | 0.02% | 407 |
|
|
2022
Q2 | $52.1K | Sell |
1,197
-1
| -0.1% | -$44 | 0.02% | 371 |
|
|
2022
Q1 | $54.1K | Buy |
1,198
+14
| +1% | +$632 | 0.02% | 379 |
|
|
2021
Q4 | $50.3K | Buy |
1,184
+15
| +1% | +$637 | 0.02% | 411 |
|
|
2021
Q3 | $45.7K | Hold |
1,169
| – | – | 0.02% | 417 |
|
|
2021
Q2 | $49.9K | Hold |
1,169
| – | – | 0.02% | 408 |
|
|
2021
Q1 | $55.8K | Hold |
1,169
| – | – | 0.02% | 366 |
|
|
2020
Q4 | $46.9K | Sell |
1,169
-56
| -5% | -$2.25K | 0.02% | 370 |
|
|
2020
Q3 | $41.8K | Buy |
1,225
+370
| +43% | +$12.6K | 0.02% | 337 |
|
|
2020
Q2 | $31.1K | Sell |
855
-209
| -20% | -$7.61K | 0.02% | 415 |
|
|
2020
Q1 | $45.2K | Buy |
1,064
+117
| +12% | +$4.97K | 0.03% | 288 |
|
|
2019
Q4 | $45.5K | Buy |
947
+92
| +11% | +$4.42K | 0.02% | 332 |
|
|
2019
Q3 | $41.4K | Hold |
855
| – | – | 0.02% | 352 |
|
|
2019
Q2 | $38.1K | Hold |
855
| – | – | 0.02% | 371 |
|
|
2019
Q1 | $34.7K | Buy |
855
+56
| +7% | +$2.28K | 0.02% | 391 |
|
|
2018
Q4 | $33.9K | Hold |
799
| – | – | 0.02% | 360 |
|
|
2018
Q3 | $40.4K | Hold |
799
| – | – | 0.03% | 335 |
|
|
2018
Q2 | $42.1K | Hold |
799
| – | – | 0.03% | 333 |
|
|
2018
Q1 | $40.9K | Hold |
799
| – | – | 0.03% | 327 |
|
|
2017
Q4 | $41.1K | Hold |
799
| – | – | 0.03% | 327 |
|
|
2017
Q3 | $41.4K | Hold |
799
| – | – | 0.03% | 315 |
|
|
2017
Q2 | $33.9K | Hold |
799
| – | – | 0.03% | 352 |
|
|
2017
Q1 | $31.2K | Hold |
799
| – | – | 0.03% | 371 |
|
|
2016
Q4 | $32K | Hold |
799
| – | – | 0.03% | 358 |
|
|
2016
Q3 | $33.4K | Hold |
799
| – | – | 0.03% | 329 |
|
|
2016
Q2 | $35.8K | Hold |
799
| – | – | 0.03% | 298 |
|
|
2016
Q1 | $32.6K | Buy |
+799
| New | +$32.6K | 0.03% | 318 |
|