BerganKDV Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$8.87K | – | 1065 |
|
|
2022
Q4 | $8.87K | Hold |
200
| – | – | ﹤0.01% | 595 |
|
|
2022
Q3 | $7K | Sell |
200
-800
| -80% | -$28K | ﹤0.01% | 614 |
|
|
2022
Q2 | $44K | Hold |
1,000
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 448 |
|
|
2021
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $43K | Hold |
1,000
| – | – | 0.01% | 410 |
|
|
2021
Q1 | $48K | Hold |
1,000
| – | – | 0.01% | 371 |
|
|
2020
Q4 | $40K | Hold |
1,000
| – | – | 0.01% | 380 |
|
|
2020
Q3 | $34K | Hold |
1,000
| – | – | 0.01% | 372 |
|
|
2020
Q2 | $36K | Hold |
1,000
| – | – | 0.01% | 386 |
|
|
2020
Q1 | $42K | Hold |
1,000
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $48K | Hold |
1,000
| – | – | 0.01% | 352 |
|
|
2019
Q3 | $48K | Hold |
1,000
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $45K | Hold |
1,000
| – | – | 0.01% | 340 |
|
|
2019
Q1 | $41K | Hold |
1,000
| – | – | 0.01% | 362 |
|
|
2018
Q4 | $42K | Hold |
1,000
| – | – | 0.01% | 318 |
|
|
2018
Q3 | $51K | Hold |
1,000
| – | – | 0.01% | 314 |
|
|
2018
Q2 | $53K | Buy |
+1,000
| New | +$53K | 0.01% | 313 |
|