Heritage Wealth Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
400
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $16.7K | Hold |
400
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $14.7K | Hold |
400
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $15.5K | Hold |
400
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $13.8K | Hold |
400
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $14.3K | Buy |
+400
| New | +$14.3K | ﹤0.01% | 435 |
|