Cerity Partners’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
6,298
+986
| +19% | +$37.4K | ﹤0.01% | 2263 |
|
|
2025
Q1 | $222K | Buy |
+5,312
| New | +$222K | ﹤0.01% | 2157 |
|
|
2024
Q4 | – | Sell |
-7,929
| Closed | -$307K | – | 2431 |
|
|
2024
Q3 | $307K | Buy |
+7,929
| New | +$307K | ﹤0.01% | 2049 |
|
|
2023
Q2 | – | Sell |
-1,063
| Closed | -$1.46M | – | 1657 |
|
|
2023
Q1 | $1.46M | Buy |
+1,063
| New | +$1.46M | ﹤0.01% | 826 |
|