Capital Advisors Ltd’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
267
+6
| +2% | +$225 | ﹤0.01% | 780 |
|
|
2025
Q1 | $11K | Hold |
261
| – | – | ﹤0.01% | 743 |
|
|
2024
Q4 | $10K | Hold |
261
| – | – | ﹤0.01% | 773 |
|
|
2024
Q3 | $10K | Hold |
261
| – | – | ﹤0.01% | 762 |
|
|
2024
Q2 | $9K | Buy |
261
+96
| +58% | +$3.31K | ﹤0.01% | 761 |
|
|
2024
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 824 |
|
|
2023
Q4 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 780 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | – | – | 1202 |
|
|
2022
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1213 |
|