BCWM
Bartlett & Co Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.9K | Hold |
1,500
| – | – | ﹤0.01% | 635 |
|
|
2025
Q1 | $62.8K | Hold |
1,500
| – | – | ﹤0.01% | 612 |
|
|
2024
Q4 | $54.9K | Hold |
1,500
| – | – | ﹤0.01% | 628 |
|
|
2024
Q3 | $58.1K | Hold |
1,500
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $51.9K | Hold |
1,500
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $52.5K | Hold |
1,500
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $53.8K | Hold |
1,500
| – | – | ﹤0.01% | 691 |
|
|
2023
Q3 | $48.6K | Hold |
1,500
| – | – | ﹤0.01% | 668 |
|
|
2023
Q2 | $58.9K | Hold |
1,500
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $63.7K | Hold |
1,500
| – | – | ﹤0.01% | 533 |
|
|
2022
Q4 | $66.5K | Hold |
1,500
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $55.6K | Hold |
1,500
| – | – | ﹤0.01% | 552 |
|
|
2022
Q2 | $65.3K | Hold |
1,500
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $67.7K | Buy |
+1,500
| New | +$67.7K | ﹤0.01% | 537 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$58.7K | – | 436 |
|
|
2021
Q3 | $58.7K | Hold |
1,500
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $64K | Hold |
1,500
| – | – | ﹤0.01% | 467 |
|
|
2021
Q1 | $71.6K | Hold |
1,500
| – | – | ﹤0.01% | 476 |
|
|
2020
Q4 | $60.2K | Hold |
1,500
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $51.2K | Hold |
1,500
| – | – | ﹤0.01% | 491 |
|
|
2020
Q2 | $54.6K | Hold |
1,500
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $63.7K | Hold |
1,500
| – | – | ﹤0.01% | 422 |
|
|
2019
Q4 | $72.1K | Hold |
1,500
| – | – | ﹤0.01% | 463 |
|
|
2019
Q3 | $72.7K | Buy |
+1,500
| New | +$72.7K | ﹤0.01% | 443 |
|