Wealthspire Advisors (Maryland)’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-188
| Closed | -$8K | – | 585 |
|
|
2019
Q1 | $8K | Sell |
188
-11
| -6% | -$468 | ﹤0.01% | 1603 |
|
|
2018
Q4 | $8K | Hold |
199
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q3 | $10K | Hold |
199
| – | – | ﹤0.01% | 1502 |
|
|
2018
Q2 | $10K | Hold |
199
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q1 | $10K | Buy |
199
+10
| +5% | +$503 | ﹤0.01% | 1561 |
|
|
2017
Q4 | $10K | Buy |
189
+131
| +226% | +$6.93K | ﹤0.01% | 1575 |
|
|
2017
Q3 | $3K | Sell |
58
-53
| -48% | -$2.74K | ﹤0.01% | 1893 |
|
|
2017
Q2 | $5K | Buy |
111
+74
| +200% | +$3.33K | ﹤0.01% | 1750 |
|
|
2017
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1767 |
|