Transamerica Financial Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,406
| Closed | -$466K | – | 412 |
|
|
2016
Q1 | $466K | Sell |
11,406
-1,432
| -11% | -$58.5K | 0.04% | 222 |
|
|
2015
Q4 | $455K | Hold |
12,838
| – | – | 0.03% | 246 |
|
|
2015
Q3 | $427K | Sell |
12,838
-17,066
| -57% | -$568K | 0.03% | 221 |
|
|
2015
Q2 | $917K | Buy |
29,904
+1,267
| +4% | +$38.9K | 0.07% | 181 |
|
|
2015
Q1 | $979K | Buy |
28,637
+6,961
| +32% | +$238K | 0.07% | 173 |
|
|
2014
Q4 | $767K | Sell |
21,676
-2,988
| -12% | -$106K | 0.06% | 154 |
|
|
2014
Q3 | $753K | Sell |
24,664
-5,472
| -18% | -$167K | 0.07% | 135 |
|
|
2014
Q2 | $1.01M | Buy |
30,136
+1,194
| +4% | +$39.9K | 0.09% | 121 |
|
|
2014
Q1 | $888K | Sell |
28,942
-3,120
| -10% | -$95.7K | 0.09% | 115 |
|
|
2013
Q4 | $904K | Sell |
32,062
-2,932
| -8% | -$82.7K | 0.1% | 108 |
|
|
2013
Q3 | $924K | Buy |
34,994
+24,030
| +219% | +$635K | 0.12% | 108 |
|
|
2013
Q2 | $297K | Buy |
+10,964
| New | +$297K | 0.05% | 165 |
|