Accurate Wealth Management’s Avista AVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,211
Closed -$201K 272
2023
Q2
$201K Buy
+5,211
New +$201K 0.06% 260
2023
Q1
Sell
-2,651
Closed -$112K 331
2022
Q4
$112K Buy
+2,651
New +$112K 0.04% 291