Envestnet Portfolio Solutions’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
18,002
+9,544
| +113% | +$362K | ﹤0.01% | 957 |
|
|
2025
Q1 | $354K | Sell |
8,458
-2,971
| -26% | -$124K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $419K | Buy |
11,429
+2,593
| +29% | +$95K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $342K | Buy |
8,836
+2,140
| +32% | +$82.9K | ﹤0.01% | 1377 |
|
|
2024
Q2 | $232K | Buy |
6,696
+424
| +7% | +$14.7K | ﹤0.01% | 1519 |
|
|
2024
Q1 | $220K | Buy |
+6,272
| New | +$220K | ﹤0.01% | 1521 |
|