IWP
IAG Wealth Partners’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
400
| – | – | ﹤0.01% | 305 |
|
|
2025
Q1 | $16.7K | Hold |
400
| – | – | ﹤0.01% | 288 |
|
|
2024
Q4 | $14.7K | Hold |
400
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $15.5K | Sell |
400
-270
| -40% | -$10.5K | ﹤0.01% | 296 |
|
|
2024
Q2 | $23.2K | Hold |
670
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $23.5K | Hold |
670
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $23.9K | Buy |
+670
| New | +$23.9K | 0.01% | 217 |
|