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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