Advisory Services Network’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4K | Buy |
+334
| New | +$13.5K | ﹤0.01% | 3406 |
|
|
2025
Q4 | – | Sell |
-141
| Closed | -$5.34K | – | 1979 |
|
|
2025
Q3 | $5.34K | Buy |
+141
| New | +$5.24K | ﹤0.01% | 3508 |
|
|
2025
Q1 | – | Sell |
-5,866
| Closed | -$215K | – | 1617 |
|
|
2024
Q4 | $215K | Buy |
+5,866
| New | +$220K | ﹤0.01% | 1449 |
|
|
2024
Q1 | – | Sell |
-3,581
| Closed | -$128K | – | 1609 |
|
|
2023
Q4 | $128K | Buy |
+3,581
| New | +$121K | ﹤0.01% | 1496 |
|
|
2023
Q2 | – | Sell |
-2,285
| Closed | -$97K | – | 1594 |
|
|
2023
Q1 | $97K | Buy |
2,285
+131
| +6% | +$5.42K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $95.5K | Buy |
+2,154
| New | +$86.2K | ﹤0.01% | 1650 |
|
|
2021
Q3 | – | Sell |
-293
| Closed | -$13K | – | 1518 |
|
|
2021
Q2 | $13K | Buy |
+293
| New | +$13.4K | ﹤0.01% | 2671 |
|
|
2021
Q1 | – | Sell |
-222
| Closed | -$9K | – | 1413 |
|
|
2020
Q4 | $9K | Buy |
222
+5
| +2% | +$184 | ﹤0.01% | 2463 |
|
|
2020
Q3 | $7K | Buy |
+217
| New | +$7.86K | ﹤0.01% | 2607 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1163 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 2844 |
|
|
2019
Q4 | $1K | Sell |
15
-168
| -92% | -$8K | ﹤0.01% | 2913 |
|
|
2019
Q3 | $8K | Hold |
183
| – | – | ﹤0.01% | 2240 |
|
|
2019
Q2 | $8K | Buy |
+183
| New | +$7.79K | ﹤0.01% | 2238 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$5K | – | 2588 |
|
|
2017
Q4 | $5K | Buy |
100
+35
| +54% | +$1.82K | ﹤0.01% | 2090 |
|
|
2017
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2031 |
|
|
2017
Q2 | $3K | Buy |
+65
| New | +$2.71K | ﹤0.01% | 1973 |
|
|
2016
Q3 | $2K | Buy |
+52
| New | +$2.21K | ﹤0.01% | 1756 |
|
Other funds holding AVA
VPM
VCM
WHG
