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GeoWealth Management’s Avista AVA Stock Holding History

GeoWealth Management’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44
Closed -$1.61K – 1111
2024
Q4 		$1.61K Sell
44
-25
-36% -$916 ﹤0.01% 1665
2024
Q3 		$2.68K Buy
+69
New +$2.68K ﹤0.01% 1531