BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.87K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $48K | Hold |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $53K | Buy |
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