Bartlett & Co Wealth Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.7K | Hold |
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|
2025
Q2 | $56.9K | Hold |
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|
2025
Q1 | $62.8K | Hold |
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|
2024
Q4 | $54.9K | Hold |
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|
2024
Q3 | $58.1K | Hold |
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|
2024
Q2 | $51.9K | Hold |
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|
2024
Q1 | $52.5K | Hold |
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|
2023
Q4 | $53.8K | Hold |
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|
2023
Q3 | $48.6K | Hold |
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|
2023
Q2 | $58.9K | Hold |
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|
2023
Q1 | $63.7K | Hold |
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|
2022
Q4 | $66.5K | Hold |
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|
2022
Q3 | $55.6K | Hold |
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|
2022
Q2 | $65.3K | Hold |
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|
2022
Q1 | $67.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $58.7K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $71.6K | Hold |
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|
2020
Q4 | $60.2K | Hold |
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|
2020
Q3 | $51.2K | Hold |
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|
2020
Q2 | $54.6K | Hold |
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|
2020
Q1 | $63.7K | Hold |
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|
2019
Q4 | $72.1K | Hold |
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|
2019
Q3 | $72.7K | Buy |
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