Daymark Wealth 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 | $413K | Hold |
10,875
| – | – | 0.02% | 390 |
|
|
2025
Q1 | $455K | Hold |
10,875
| – | – | 0.02% | 341 |
|
|
2024
Q4 | $398K | Hold |
10,875
| – | – | 0.02% | 362 |
|
|
2024
Q3 | $421K | Hold |
10,875
| – | – | 0.02% | 368 |
|
|
2024
Q2 | $376K | Sell |
10,875
-325
| -3% | -$11.2K | 0.02% | 365 |
|
|
2024
Q1 | $392K | Hold |
11,200
| – | – | 0.02% | 301 |
|
|
2023
Q4 | $400K | Hold |
11,200
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $363K | Hold |
11,200
| – | – | 0.03% | 276 |
|
|
2023
Q2 | $440K | Buy |
+11,200
| New | +$440K | 0.03% | 252 |
|