WCM Investment Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,682
| Closed | -$707K | – | 118 |
|
|
2016
Q4 | $707K | Sell |
17,682
-73,901
| -81% | -$2.95M | 0.01% | 134 |
|
|
2016
Q3 | $3.83M | Sell |
91,583
-83,393
| -48% | -$3.48M | 0.04% | 94 |
|
|
2016
Q2 | $7.84M | Sell |
174,976
-39,099
| -18% | -$1.75M | 0.13% | 58 |
|
|
2016
Q1 | $8.73M | Sell |
214,075
-19,218
| -8% | -$784K | 0.14% | 63 |
|
|
2015
Q4 | $8.25M | Sell |
233,293
-1,194
| -0.5% | -$42.2K | 0.17% | 66 |
|
|
2015
Q3 | $7.8M | Sell |
234,487
-21,382
| -8% | -$711K | 0.19% | 65 |
|
|
2015
Q2 | $7.84M | Buy |
255,869
+14,105
| +6% | +$432K | 0.18% | 77 |
|
|
2015
Q1 | $8.26M | Sell |
241,764
-2,997
| -1% | -$102K | 0.17% | 82 |
|
|
2014
Q4 | $8.65M | Buy |
244,761
+5,806
| +2% | +$205K | 0.25% | 72 |
|
|
2014
Q3 | $7.3M | Sell |
238,955
-5,727
| -2% | -$175K | 0.22% | 71 |
|
|
2014
Q2 | $8.2M | Sell |
244,682
-1,852
| -0.8% | -$62.1K | 0.2% | 85 |
|
|
2014
Q1 | $7.56M | Sell |
246,534
-8,944
| -4% | -$274K | 0.27% | 82 |
|
|
2013
Q4 | $7.2M | Sell |
255,478
-24,214
| -9% | -$683K | 0.26% | 85 |
|
|
2013
Q3 | $7.41M | Buy |
279,692
+18,808
| +7% | +$498K | 0.39% | 69 |
|
|
2013
Q2 | $7.05M | Buy |
+260,884
| New | +$7.05M | 0.38% | 74 |
|