Robert Bruce AVA Holdings History

Number of Shares
201,500.00
Current Holdings Value*
$8.44 Mil
% of Portfolio
2.72%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
19.51%

Robert Bruce's Avista Corp Holding Summary

As of 2025-03-31, Bruce & Co. held 201,500.00 shares of Avista Corp(AVA), totaling $8.44 Mil. This investment constitutes 2.72% of their stock portfolio, and Bruce & Co. now holds 0.25% of the outstanding Avista Corp(AVA) stock.

The initial trade took place in 2014Q3. And since then Robert Bruce has made 4 purchases of AVA, at an average price of $32.44, for a total of 261,000.00 shares. In addition, there have been 4 sales at an average price of $42.89 for 59,500.00 shares. Based on historical transaction data and AVA's current price of $37.56, Robert Bruce's estimated gain on his AVA holdings is $1.65 Mil, reflecting a 19.51% gain to date.

Robert Bruce AVA ($37.56) Holding Chart

Robert Bruce AVA ($37.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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