Foundations Investment Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,580
| Closed | -$265K | – | 754 |
|
|
2024
Q1 | $265K | Sell |
7,580
-456
| -6% | -$16K | 0.01% | 605 |
|
|
2023
Q4 | $277K | Buy |
8,036
+442
| +6% | +$15.2K | 0.01% | 569 |
|
|
2023
Q3 | $246K | Hold |
7,594
| – | – | 0.01% | 557 |
|
|
2023
Q2 | $298K | Buy |
+7,594
| New | +$298K | 0.01% | 473 |
|