Edgestream Partners’s Avista AVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-33,623
| Closed | -$1.23M | – | 840 |
|
2024
Q4 | $1.23M | Buy |
+33,623
| New | +$1.23M | 0.05% | 511 |
|
2024
Q2 | – | Sell |
-30,990
| Closed | -$1.09M | – | 838 |
|
2024
Q1 | $1.09M | Sell |
30,990
-31,499
| -50% | -$1.1M | 0.05% | 478 |
|
2023
Q4 | $2.23M | Buy |
62,489
+51,881
| +489% | +$1.85M | 0.16% | 214 |
|
2023
Q3 | $343K | Sell |
10,608
-53,583
| -83% | -$1.73M | 0.03% | 680 |
|
2023
Q2 | $2.52M | Buy |
+64,191
| New | +$2.52M | 0.23% | 121 |
|