Avantax Advisory Services’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
5,800
-632
| -10% | -$24K | ﹤0.01% | 2140 |
|
|
2025
Q1 | $269K | Buy |
6,432
+186
| +3% | +$7.79K | ﹤0.01% | 1909 |
|
|
2024
Q4 | $229K | Sell |
6,246
-374
| -6% | -$13.7K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $257K | Sell |
6,620
-1
| -0% | -$39 | ﹤0.01% | 1867 |
|
|
2024
Q2 | $229K | Buy |
+6,621
| New | +$229K | ﹤0.01% | 1878 |
|