Apella Capital’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
19,285
+7
| +0% | +$267 | 0.02% | 256 |
|
|
2025
Q1 | $766K | Hold |
19,278
| – | – | 0.03% | 220 |
|
|
2024
Q4 | $706K | Hold |
19,278
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $733K | Buy |
19,278
+1
| +0% | +$38 | 0.03% | 185 |
|
|
2024
Q2 | $654K | Hold |
19,277
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $681K | Hold |
19,277
| – | – | 0.03% | 171 |
|
|
2023
Q4 | $698K | Buy |
19,277
+22
| +0.1% | +$796 | 0.04% | 161 |
|
|
2023
Q3 | $623K | Hold |
19,255
| – | – | 0.04% | 150 |
|
|
2023
Q2 | $756K | Buy |
+19,255
| New | +$756K | 0.05% | 141 |
|
|
2022
Q4 | $854K | Hold |
19,255
| – | – | 0.08% | 119 |
|
|
2022
Q3 | $713K | Hold |
19,255
| – | – | 0.08% | 109 |
|
|
2022
Q2 | $838K | Hold |
19,255
| – | – | 0.1% | 105 |
|
|
2022
Q1 | $869K | Hold |
19,255
| – | – | 0.12% | 97 |
|
|
2021
Q4 | $818K | Hold |
19,255
| – | – | 0.1% | 100 |
|
|
2021
Q3 | $753K | Hold |
19,255
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $822K | Buy |
+19,255
| New | +$822K | 0.14% | 107 |
|