Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 08, 2021

SELL
N/A
-2,983 Closed
0 $0
Q3 2020

Nov 04, 2020

SELL
N/A
-290,835 Reduced 98.98%
2,983 $202,000
Q2 2020

Aug 07, 2020

SELL
N/A
-19,135 Reduced 6.11%
293,818 $17.8 Million
Q1 2020

May 05, 2020

BUY
N/A
22,105 Added 7.6%
312,953 $15.2 Million
Q4 2019

Feb 14, 2020

BUY
N/A
8,343 Added 2.95%
290,848 $17.9 Million
Q3 2019

Nov 14, 2019

BUY
N/A
6,264 Added 2.27%
282,505 $16.4 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-1,721 Reduced 0.62%
276,241 $16.5 Million
Q1 2019

Apr 24, 2019

BUY
N/A
75 Added 0.03%
277,962 $14.8 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-8,720 Reduced 3.04%
277,887 $14.1 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-25,378 Reduced 8.13%
286,607 $16.2 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-14,771 Reduced 4.52%
311,985 $18.3 Million
Q1 2018

Jun 26, 2018

SELL
N/A
-2,613 Reduced 0.79%
326,756 $19.7 Million
Q1 2018

Jun 22, 2018

SELL
N/A
-11,067 Reduced 3.25%
329,369 $17.2 Million
Q1 2018

May 15, 2018

BUY
N/A
11,067 Added 3.36%
340,436 $20.5 Million
Q4 2017

Jun 22, 2018

SELL
N/A
-26,576 Reduced 7.47%
329,369 $17.2 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-7,089 Reduced 1.95%
355,945 $18.6 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-358,884 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
358,884
358,884 $16.1 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.