HEIP
Hudson Edge Investment Partners’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
6,757
-427
| -6% | -$16.2K | 0.04% | 89 |
|
|
2025
Q1 | $301K | Sell |
7,184
-138
| -2% | -$5.78K | 0.06% | 89 |
|
|
2024
Q4 | $268K | Sell |
7,322
-1,804
| -20% | -$66.1K | 0.05% | 119 |
|
|
2024
Q3 | $354K | Hold |
9,126
| – | – | 0.07% | 121 |
|
|
2024
Q2 | $316K | Hold |
9,126
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $320K | Hold |
9,126
| – | – | 0.06% | 133 |
|
|
2023
Q4 | $326K | Sell |
9,126
-305
| -3% | -$10.9K | 0.08% | 127 |
|
|
2023
Q3 | $305K | Sell |
9,431
-30
| -0.3% | -$970 | 0.1% | 114 |
|
|
2023
Q2 | $372K | Sell |
9,461
-3,423
| -27% | -$135K | 0.12% | 103 |
|
|
2023
Q1 | $547K | Sell |
12,884
-275
| -2% | -$11.7K | 0.17% | 94 |
|
|
2022
Q4 | $583K | Sell |
13,159
-100
| -0.8% | -$4.43K | 0.2% | 86 |
|
|
2022
Q3 | $491K | Sell |
13,259
-500
| -4% | -$18.5K | 0.18% | 100 |
|
|
2022
Q2 | $599K | Sell |
13,759
-274
| -2% | -$11.9K | 0.22% | 84 |
|
|
2022
Q1 | $634K | Buy |
14,033
+2,013
| +17% | +$90.9K | 0.2% | 98 |
|
|
2021
Q4 | $511K | Sell |
12,020
-2,829
| -19% | -$120K | 0.16% | 121 |
|
|
2021
Q3 | $581K | Hold |
14,849
| – | – | 0.19% | 112 |
|
|
2021
Q2 | $634K | Buy |
14,849
+3,294
| +29% | +$141K | 0.2% | 106 |
|
|
2021
Q1 | $552K | Sell |
11,555
-907
| -7% | -$43.3K | 0.18% | 104 |
|
|
2020
Q4 | $500K | Sell |
12,462
-312
| -2% | -$12.5K | 0.18% | 106 |
|
|
2020
Q3 | $436K | Buy |
12,774
+2,813
| +28% | +$96K | 0.18% | 116 |
|
|
2020
Q2 | $362K | Sell |
9,961
-207
| -2% | -$7.52K | 0.12% | 114 |
|
|
2020
Q1 | $432K | Sell |
10,168
-4,466
| -31% | -$190K | 0.16% | 80 |
|
|
2019
Q4 | $704K | Buy |
14,634
+3,043
| +26% | +$146K | 0.19% | 78 |
|
|
2019
Q3 | $561K | Hold |
11,591
| – | – | 0.16% | 81 |
|
|
2019
Q2 | $517K | Buy |
11,591
+1,908
| +20% | +$85.1K | 0.15% | 79 |
|
|
2019
Q1 | $393K | Sell |
9,683
-4,085
| -30% | -$166K | 0.12% | 93 |
|
|
2018
Q4 | $585K | Buy |
+13,768
| New | +$585K | 0.18% | 67 |
|