Dakota Wealth Management’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,085
| Closed | -$258K | – | 643 |
|
|
2023
Q1 | $258K | Buy |
6,085
+394
| +7% | +$16.7K | 0.02% | 500 |
|
|
2022
Q4 | $252K | Buy |
5,691
+140
| +3% | +$6.21K | 0.02% | 485 |
|
|
2022
Q3 | $206K | Buy |
5,551
+201
| +4% | +$7.46K | 0.02% | 495 |
|
|
2022
Q2 | $233K | Buy |
+5,350
| New | +$233K | 0.02% | 416 |
|