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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Sep-24 2:50 PM View:  | Avista Corp. (AVA) | 03-Sep-24 | Grant | 43 | $38.64 | $1,661.52 | < 1% 29.14K to 29.18K | |
| 07-May-24 12:15 PM View: | Avista Corp. (AVA) | 03-May-24 | Grant | 3,533 | $36.79 | $129,979.00 | 14% 25.61K to 29.14K | |
| 04-Dec-23 10:22 AM View: | Avista Corp. (AVA) | 01-Dec-23 | Sale | 2,400 | $34.46 | $82,704.00 | (9%) 28.0K to 25.61K | |
| 06-Sep-23 12:26 PM View: | Avista Corp. (AVA) | 01-Sep-23 | Grant | 50 | $33.29 | $1,664.50 | < 1% 27.95K to 28.0K | |
| 30-Jun-23 10:03 AM View: | Virtus Equity & Convertible... (NIE) | 28-Jun-23 | Market Purchase | 720 | $20.85 | $15,000.00 | 156083% 0 to 0.72K | 3% |
| 30-Jun-23 10:02 AM View: | Virtus Artificial Intellige... (AIO) | 28-Jun-23 | Purchase | 832 | $18.04 | $15,000.00 | 181170% 0 to 0.83K | |
| 30-Jun-23 10:03 AM View: | NFJ Dividend, Interest & Pr... (NFJ) | 28-Jun-23 | Market Purchase | 1,244 | $12.06 | $15,000.00 | 908175% 0 to 1.24K | 2% |
| 17-May-23 1:06 PM View: | Avista Corp. (AVA) | 15-May-23 | Grant | 2,839 | $44.02 | $124,973.00 | 11% 25.12K to 27.95K | (2%) |
| 24-Jan-23 12:16 PM View: | Virtus Stone Harbor Emergin... (EDF) | 23-Jan-23 | Private Purchase | 1,000 | $5.36 | $5,360.00 | 100% 0 to 1.0K | |
| 24-Jan-23 12:17 PM View: | Virtus Stone Harbor Emergin... (EDI) | 23-Jan-23 | Private Purchase | 1,000 | $6.32 | $6,320.00 | 100% 0 to 1.0K | |
| 23-Sep-22 3:39 PM View: | Zweig Total Return Fund Inc. (ZTR) | 21-Sep-22 | Private Purchase | 667 | $6.96 | $4,642.32 | 33% 2.0K to 2.67K | |
| 02-Sep-22 12:50 PM View: | Avista Corp. (AVA) | 01-Sep-22 | Grant | 123 | $40.63 | $4,997.49 | < 1% 24.99K to 25.12K | 6% |
| 18-May-22 4:33 PM View: | Avista Corp. (AVA) | 16-May-22 | Grant | 2,564 | $42.89 | $109,970.00 | 11% 22.43K to 24.99K | < 1% |
| 01-Sep-21 6:02 PM View: | Avista Corp. (AVA) | 01-Sep-21 | Grant | 159 | $41.85 | $6,654.15 | < 1% 22.27K to 22.43K | (5%) |
| 14-May-21 11:35 AM View: | Avista Corp. (AVA) | 13-May-21 | Grant | 1,969 | $45.69 | $89,963.60 | 10% 20.3K to 22.27K | (11%) |
| 10-Mar-21 2:24 PM View: | Duff & Phelps Utility & Cor... (DUC) | 08-Mar-21 | Disposition (other) | 1,500 | -- | -- | (100%) 1.5K to 0 | |
| 10-Mar-21 3:27 PM View: | DNP Select Income Fund Inc. (DNP) | 08-Mar-21 | Acquisition (other) | 1,583 | -- | -- | 30% 5.2K to 6.78K | |
| 15-May-20 12:41 PM View: | Avista Corp. (AVA) | 14-May-20 | Grant | 2,475 | $36.35 | $89,966.20 | 14% 17.83K to 20.3K | 10% |
| 11-Dec-19 5:08 PM View: | Avista Corp. (AVA) | 11-Dec-19 | Grant | 476 | $47.21 | $22,472.00 | 3% 17.35K to 17.83K | (16%) |
| 11-Sep-19 7:02 PM View: | Avista Corp. (AVA) | 11-Sep-19 | Grant | 477 | $47.14 | $22,485.80 | 3% 16.87K to 17.35K | (17%) |
| 14-Jun-19 12:24 PM View: | Avista Corp. (AVA) | 13-Jun-19 | Grant | 423 | $44.25 | $18,717.80 | 3% 16.45K to 16.87K | (12%) |
| 14-Mar-19 12:16 PM View: | Avista Corp. (AVA) | 13-Mar-19 | Grant | 452 | $41.45 | $18,735.40 | 3% 16.0K to 16.45K | (5%) |
| 23-May-18 2:32 PM View: | Avista Corp. (AVA) | 23-May-18 | Grant | 1,426 | $52.56 | $74,950.60 | 10% 14.57K to 16.0K | (26%) |
| 28-Sep-17 2:59 PM View: | Avista Corp. (AVA) | 27-Sep-17 | Grant | 32 | $51.49 | $1,647.68 | < 1% 14.54K to 14.57K | (26%) |
| 15-May-17 1:41 PM View: | Avista Corp. (AVA) | 12-May-17 | Grant | 1,700 | $41.16 | $69,972.00 | 13% 12.84K to 14.54K | (9%) |
| 06-Sep-16 12:48 PM View: | Avista Corp. (AVA) | 02-Sep-16 | Grant | 41 | $40.52 | $1,661.32 | < 1% 12.8K to 12.84K | (9%) |
| 17-May-16 7:04 PM View: | Avista Corp. (AVA) | 17-May-16 | Grant | 1,578 | $41.17 | $64,966.30 | 14% 11.22K to 12.8K | (12%) |
| 02-Sep-15 6:03 PM View: | Avista Corp. (AVA) | 01-Sep-15 | Grant | 159 | $31.39 | $4,991.01 | 1% 11.06K to 11.22K | 14% |
| 27-May-15 12:41 PM View: | Avista Corp. (AVA) | 27-May-15 | Grant | 1,567 | $31.89 | $49,971.60 | 17% 9.49K to 11.06K | 11% |
| 30-Sep-14 2:08 PM View: | DTF Tax-Free Income Inc. (DTF) | 29-Sep-14 | Market Purchase | 1,000 | $15.03 | $15,030.00 | 7% 14.03K to 15.03K | (26%) |
| 30-Sep-14 2:07 PM View: | Duff & Phelps Utility & Cor... (DUC) | 29-Sep-14 | Market Purchase | 1,500 | $9.74 | $14,612.50 | 100% 0 to 1.5K | (34%) |
| 30-Sep-14 2:08 PM View: | Duff & Phelps Utility & Inf... (DPG) | 29-Sep-14 | Market Purchase | 2,600 | $20.74 | $53,934.90 | 100% 0 to 2.6K | (52%) |
| 30-Sep-14 2:09 PM View: | DNP Select Income Fund Inc. (DNP) | 29-Sep-14 | Market Purchase | 5,200 | $10.15 | $52,756.10 | 100% 0 to 5.2K | (31%) |
| 12-Sep-14 2:20 PM View: | Avista Corp. (AVA) | 12-Sep-14 | Grant | 32 | $32.61 | $1,043.52 | < 1% 9.46K to 9.49K | 5% |
| 15-May-14 1:58 PM View: | Avista Corp. (AVA) | 14-May-14 | Grant | 2,066 | $31.94 | $65,988.00 | 28% 7.4K to 9.46K | 5% |
| 14-May-13 6:36 PM View: | Avista Corp. (AVA) | 13-May-13 | Grant | 2,291 | $28.80 | $65,980.80 | 45% 5.11K to 7.4K | 12% |
| 14-May-12 1:02 PM View: | Avista Corp. (AVA) | 14-May-12 | Grant | 2,949 | $25.77 | $75,995.70 | 137% 2.16K to 5.11K | 25% |
| 07-Sep-11 11:36 AM View: | Avista Corp. (AVA) | 06-Sep-11 | Grant | 249 | $24.03 | $5,983.47 | 13% 1.91K to 2.16K | 37% |
| 09-Aug-11 5:24 PM View: | Avista Corp. (AVA) | 09-Aug-11 | Grant | 1,908 | $21.39 | $40,812.10 | 100% 0 to 1.91K | 56% |
| 11-Dec-07 12:47 PM View: | BlackRock MuniYield Quality... (MQT) | 10-Dec-07 | Market Purchase | 1,400 | $11.50 | $16,100.00 | 100% 0 to 1.4K | (38%) |
| 11-Dec-07 12:53 PM View: | BlackRock MuniYield Quality... (MQT) | 10-Dec-07 | Market Purchase | 800 | $11.54 | $9,232.00 | 57% 1.4K to 2.2K | (38%) |
| 11-Dec-07 12:41 PM View: | BlackRock MuniVest Fund II,... (MVT) | 10-Dec-07 | Market Purchase | 1,800 | $13.87 | $24,966.00 | 100% 0 to 1.8K | 24% |
| 15-Sep-03 10:00 PM View: | Blackrock MuniHoldings Fund... (MHD) | 12-Sep-03 | Market Purchase | 3,400 | $14.55 | $49,484.00 | 100% 0 to 3.4K | 94% |
| 15-Sep-03 10:00 PM View: | BlackRock MuniHoldings Insu... ((MUS)) | 12-Sep-03 | Market Purchase | 3,700 | $13.09 | $48,433.00 | 100% 0 to 3.7K | (16%) |