WFG Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $86K | Hold |
2,024
| – | – | 0.02% | 559 |
|
|
2017
Q1 | $79K | Hold |
2,024
| – | – | 0.02% | 545 |
|
|
2016
Q4 | $81K | Hold |
2,024
| – | – | 0.02% | 583 |
|
|
2016
Q3 | $85K | Hold |
2,024
| – | – | 0.02% | 565 |
|
|
2016
Q2 | $91K | Hold |
2,024
| – | – | 0.02% | 523 |
|
|
2016
Q1 | $83K | Buy |
2,024
+191
| +10% | +$7.83K | 0.02% | 522 |
|
|
2015
Q4 | $65K | Hold |
1,833
| – | – | 0.02% | 581 |
|
|
2015
Q3 | $61K | Sell |
1,833
-74
| -4% | -$2.46K | 0.02% | 583 |
|
|
2015
Q2 | $58K | Hold |
1,907
| – | – | 0.02% | 680 |
|
|
2015
Q1 | $65K | Hold |
1,907
| – | – | 0.02% | 658 |
|
|
2014
Q4 | $67K | Hold |
1,907
| – | – | 0.01% | 775 |
|
|
2014
Q3 | $58K | Sell |
1,907
-105
| -5% | -$3.19K | 0.01% | 867 |
|
|
2014
Q2 | $67K | Sell |
2,012
-14
| -0.7% | -$466 | 0.01% | 799 |
|
|
2014
Q1 | $62K | Buy |
+2,026
| New | +$62K | 0.01% | 817 |
|