Financial Perspectives’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Hold |
768
| – | – | 0.01% | 374 |
|
|
2025
Q1 | $32.2K | Hold |
768
| – | – | 0.01% | 352 |
|
|
2024
Q4 | $28.1K | Hold |
768
| – | – | 0.01% | 365 |
|
|
2024
Q3 | $29.8K | Hold |
768
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $26.6K | Hold |
768
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $26.9K | Hold |
768
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $27.4K | Hold |
768
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $24.9K | Hold |
768
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $30.2K | Hold |
768
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $32.6K | Hold |
768
| – | – | 0.02% | 305 |
|
|
2022
Q4 | $34.1K | Hold |
768
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $28.5K | Hold |
768
| – | – | 0.02% | 304 |
|
|
2022
Q2 | $33.4K | Hold |
768
| – | – | 0.02% | 282 |
|
|
2022
Q1 | $34.7K | Hold |
768
| – | – | 0.02% | 300 |
|
|
2021
Q4 | $32.6K | Hold |
768
| – | – | 0.02% | 294 |
|
|
2021
Q3 | $30K | Hold |
768
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $32.8K | Sell |
768
-35,904
| -98% | -$1.53M | 0.02% | 308 |
|
|
2021
Q1 | $768K | Buy |
36,672
+35,904
| +4,675% | +$752K | 0.04% | 238 |
|
|
2020
Q4 | $30.8K | Hold |
768
| – | – | 0.02% | 280 |
|
|
2020
Q3 | $26.2K | Hold |
768
| – | – | 0.02% | 260 |
|
|
2020
Q2 | $27.9K | Hold |
768
| – | – | 0.02% | 236 |
|
|
2020
Q1 | $32.6K | Hold |
768
| – | – | 0.03% | 196 |
|
|
2019
Q4 | $36.9K | Buy |
+768
| New | +$36.9K | 0.03% | 199 |
|