NewEdge Advisors’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-88
| Closed | -$3.15K | – | 3830 |
|
|
2023
Q4 | $3.15K | Sell |
88
-7
| -7% | -$251 | ﹤0.01% | 3248 |
|
|
2023
Q3 | $3.08K | Buy |
95
+87
| +1,088% | +$2.82K | ﹤0.01% | 2948 |
|
|
2023
Q2 | $314 | Buy |
+8
| New | +$314 | ﹤0.01% | 3356 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$976 | – | 3463 |
|
|
2022
Q4 | $976 | Buy |
+35
| New | +$976 | ﹤0.01% | 3038 |
|
|
2019
Q2 | – | Sell |
-8,299
| Closed | -$337K | – | 659 |
|
|
2019
Q1 | $337K | Sell |
8,299
-1,494
| -15% | -$60.7K | 0.02% | 493 |
|
|
2018
Q4 | $416 | Buy |
9,793
+440
| +5% | +$19 | 0.03% | 412 |
|
|
2018
Q3 | $473K | Sell |
9,353
-134
| -1% | -$6.78K | 0.04% | 372 |
|
|
2018
Q2 | $502 | Sell |
9,487
-332
| -3% | -$18 | 0.05% | 308 |
|
|
2018
Q1 | $500K | Buy |
9,819
+135
| +1% | +$6.87K | 0.06% | 270 |
|
|
2017
Q4 | $504K | Buy |
9,684
+330
| +4% | +$17.2K | 0.07% | 233 |
|
|
2017
Q3 | $488K | Sell |
9,354
-605
| -6% | -$31.6K | 0.08% | 213 |
|
|
2017
Q2 | $415K | Buy |
9,959
+1,810
| +22% | +$75.3K | 0.07% | 214 |
|
|
2017
Q1 | $317K | Buy |
8,149
+14
| +0.2% | +$545 | 0.07% | 201 |
|
|
2016
Q4 | $322K | Buy |
+8,135
| New | +$322K | 0.09% | 183 |
|