Corient Private Wealth’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,268
| Closed | -$221K | – | 2532 |
|
|
2025
Q1 | $221K | Sell |
5,268
-192
| -4% | -$8.04K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $200K | Sell |
5,460
-129
| -2% | -$4.73K | ﹤0.01% | 2120 |
|
|
2024
Q3 | $217K | Sell |
5,589
-538
| -9% | -$20.8K | ﹤0.01% | 2166 |
|
|
2024
Q2 | $212K | Sell |
6,127
-2,021
| -25% | -$69.9K | ﹤0.01% | 2092 |
|
|
2024
Q1 | $285K | Buy |
8,148
+914
| +13% | +$32K | ﹤0.01% | 1914 |
|
|
2023
Q4 | $259K | Buy |
+7,234
| New | +$259K | ﹤0.01% | 1942 |
|