JFS Wealth Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59K | Hold |
42
| – | – | ﹤0.01% | 1455 |
|
|
2025
Q1 | $1.76K | Sell |
42
-1
| -2% | -$42 | ﹤0.01% | 1508 |
|
|
2024
Q4 | $1.58K | Buy |
43
+3
| +8% | +$110 | ﹤0.01% | 1561 |
|
|
2024
Q3 | $1.55K | Buy |
40
+1
| +3% | +$39 | ﹤0.01% | 1583 |
|
|
2024
Q2 | $1.35K | Hold |
39
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q1 | $1.37K | Hold |
39
| – | – | ﹤0.01% | 1573 |
|
|
2023
Q4 | $1.39K | Buy |
39
+35
| +875% | +$1.25K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $130 | Sell |
4
-34
| -89% | -$1.11K | ﹤0.01% | 1893 |
|
|
2023
Q2 | $1.49K | Hold |
38
| – | – | ﹤0.01% | 1493 |
|
|
2023
Q1 | $1.61K | Buy |
38
+6
| +19% | +$255 | ﹤0.01% | 1442 |
|
|
2022
Q4 | $1.42K | Buy |
32
+7
| +28% | +$310 | ﹤0.01% | 1502 |
|
|
2022
Q3 | $1K | Sell |
25
-7
| -22% | -$280 | ﹤0.01% | 1474 |
|
|
2022
Q2 | $1K | Sell |
32
-1
| -3% | -$31 | ﹤0.01% | 1459 |
|
|
2022
Q1 | $1K | Buy |
33
+20
| +154% | +$606 | ﹤0.01% | 1567 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1250 |
|