Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 07, 2020

SELL
N/A
-11,308 Closed
0 $0
Q1 2020

May 05, 2020

BUY
N/A
1,583 Added 16.28%
11,308 $1.07 Million
Q4 2019

Feb 14, 2020

SELL
N/A
-497 Reduced 4.86%
9,725 $1.46 Million
Q3 2019

Nov 14, 2019

SELL
N/A
-1,724 Reduced 14.43%
10,222 $1.4 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-90,132 Reduced 88.3%
11,946 $1.56 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-2,454 Reduced 2.35%
102,078 $13.2 Million
Q4 2018

Feb 14, 2019

BUY
N/A
7,452 Added 7.68%
104,532 $11.1 Million
Q3 2018

Nov 14, 2018

BUY
N/A
183 Added 0.19%
97,080 $13.6 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-2,899 Reduced 2.9%
96,897 $12.1 Million
Q1 2018

Jun 26, 2018

SELL
N/A
-1,521 Reduced 1.5%
99,796 $12.6 Million
Q1 2018

Jun 22, 2018

BUY
N/A
1,259 Added 1.26%
101,317 $12.9 Million
Q1 2018

May 15, 2018

SELL
N/A
-1,259 Reduced 1.24%
100,058 $12.6 Million
Q4 2017

Jun 22, 2018

SELL
N/A
-262 Reduced 0.26%
101,317 $12.9 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-2,674 Reduced 2.56%
101,579 $13 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-3,453 Reduced 3.21%
104,253 $12.1 Million
Q2 2017

Aug 14, 2017

BUY
N/A
107,706
107,706 $13.2 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.