Carson Wealth (CWM LLC)’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
11,751
+5,650
| +93% | +$214K | ﹤0.01% | 1638 |
|
|
2025
Q1 | $255K | Sell |
6,101
-65
| -1% | -$2.72K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $226K | Sell |
6,166
-850
| -12% | -$31.2K | ﹤0.01% | 1743 |
|
|
2024
Q3 | $272K | Sell |
7,016
-99
| -1% | -$3.84K | ﹤0.01% | 1594 |
|
|
2024
Q2 | $246K | Buy |
7,115
+1,730
| +32% | +$59.8K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $189K | Sell |
5,385
-13
| -0.2% | -$456 | ﹤0.01% | 1542 |
|
|
2023
Q4 | $193K | Buy |
5,398
+184
| +4% | +$6.58K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $169K | Sell |
5,214
-2,124
| -29% | -$68.8K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $288K | Buy |
7,338
+97
| +1% | +$3.81K | ﹤0.01% | 1119 |
|
|
2023
Q1 | $307K | Buy |
7,241
+178
| +3% | +$7.55K | ﹤0.01% | 1048 |
|
|
2022
Q4 | $313K | Sell |
7,063
-49
| -0.7% | -$2.17K | ﹤0.01% | 938 |
|
|
2022
Q3 | $263K | Buy |
7,112
+159
| +2% | +$5.88K | ﹤0.01% | 947 |
|
|
2022
Q2 | $303K | Buy |
6,953
+566
| +9% | +$24.7K | ﹤0.01% | 887 |
|
|
2022
Q1 | $288K | Sell |
6,387
-391
| -6% | -$17.6K | ﹤0.01% | 893 |
|
|
2021
Q4 | $288K | Buy |
+6,778
| New | +$288K | ﹤0.01% | 887 |
|
|
2021
Q2 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2021
Q1 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2020
Q4 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2020
Q3 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2020
Q2 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2020
Q1 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2019
Q4 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2019
Q3 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2019
Q2 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 784 |
|
|
2019
Q1 | $296K | Buy |
6,939
+6,539
| +1,635% | +$279K | ﹤0.01% | 784 |
|
|
2018
Q4 | $17K | Buy |
+400
| New | +$17K | ﹤0.01% | 1180 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$1K | – | 165 |
|
|
2013
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 553 |
|