EverSource Wealth Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
3,117
+998
| +47% | +$37.9K | 0.01% | 1106 |
|
|
2025
Q1 | $88.7K | Sell |
2,119
-302
| -12% | -$12.6K | ﹤0.01% | 956 |
|
|
2024
Q4 | $88.7K | Buy |
2,421
+1,520
| +169% | +$55.7K | 0.01% | 944 |
|
|
2024
Q3 | $34.9K | Buy |
901
+35
| +4% | +$1.36K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $33.9K | Buy |
866
+137
| +19% | +$5.37K | ﹤0.01% | 1271 |
|
|
2024
Q1 | $26.2K | Buy |
729
+121
| +20% | +$4.35K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $21.7K | Buy |
608
+262
| +76% | +$9.36K | ﹤0.01% | 1202 |
|
|
2023
Q3 | $11.2K | Sell |
346
-521
| -60% | -$16.9K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $34K | Sell |
867
-83
| -9% | -$3.26K | ﹤0.01% | 977 |
|
|
2023
Q1 | $40.3K | Buy |
950
+579
| +156% | +$24.6K | 0.01% | 863 |
|
|
2022
Q4 | $16.5K | Sell |
371
-2,145
| -85% | -$95.2K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $93K | Buy |
2,516
+257
| +11% | +$9.5K | 0.02% | 447 |
|
|
2022
Q2 | $98K | Buy |
2,259
+2,036
| +913% | +$88.3K | 0.03% | 379 |
|
|
2022
Q1 | $10K | Hold |
223
| – | – | ﹤0.01% | 959 |
|
|
2021
Q4 | $9K | Buy |
+223
| New | +$9K | ﹤0.01% | 987 |
|