Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-505,849 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
N/A
24,888 Added 5.17%
505,849 $34.8 Million
Q2 2019

Aug 14, 2019

BUY
N/A
34,760 Added 7.79%
480,961 $30.2 Million
Q1 2019

Apr 24, 2019

BUY
N/A
25,947 Added 6.17%
446,201 $26.4 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-80,524 Reduced 16.08%
420,254 $21.2 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-6,062 Reduced 1.2%
500,778 $33.4 Million
Q2 2018

Aug 14, 2018

BUY
N/A
112,316 Added 28.47%
506,840 $33.5 Million
Q1 2018

Jun 26, 2018

BUY
N/A
72,131 Added 22.37%
394,524 $26.8 Million
Q1 2018

Jun 22, 2018

SELL
N/A
-73,405 Reduced 18.55%
322,393 $20.8 Million
Q1 2018

May 15, 2018

BUY
N/A
73,405 Added 22.77%
395,798 $26.9 Million
Q4 2017

Jun 22, 2018

SELL
N/A
-162 Reduced 0.05%
322,393 $20.8 Million
Q4 2017

Feb 14, 2018

BUY
N/A
22,346 Added 7.44%
322,555 $20.8 Million
Q3 2017

Nov 14, 2017

BUY
N/A
2,937 Added 0.99%
300,209 $17.9 Million
Q2 2017

Aug 14, 2017

BUY
N/A
297,272
297,272 $16.9 Million
Track This Portfolio

Track Avalon Investment & Advisory Portfolio

Follow Avalon Investment & Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Investment & Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Investment & Advisory with notifications on news.