Parcion Private Wealth’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $363K | Buy |
9,037
+296
| +3% | +$11.9K | 0.02% | 300 |
|
|
2025
Q4 | $337K | Buy |
8,741
+588
| +7% | +$23K | 0.02% | 301 |
|
|
2025
Q3 | $308K | Buy |
8,153
+711
| +10% | +$26.4K | 0.02% | 269 |
|
|
2025
Q2 | $282K | Buy |
7,442
+109
| +1% | +$4.3K | 0.02% | 244 |
|
|
2025
Q1 | $307K | Hold |
7,333
| – | – | 0.03% | 219 |
|
|
2024
Q4 | $269K | Hold |
7,333
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $284K | Hold |
7,333
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $254K | Hold |
7,333
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $257K | Hold |
7,333
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $262K | Hold |
7,333
| – | – | 0.02% | 168 |
|
|
2023
Q3 | $237K | Hold |
7,333
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $288K | Hold |
7,333
| – | – | 0.03% | 157 |
|
|
2023
Q1 | $311K | Hold |
7,333
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $325K | Hold |
7,333
| – | – | 0.04% | 158 |
|
|
2022
Q3 | $272K | Hold |
7,333
| – | – | 0.03% | 179 |
|
|
2022
Q2 | $299K | Hold |
7,333
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $331K | Hold |
7,333
| – | – | 0.03% | 164 |
|
|
2021
Q4 | $320K | Hold |
7,333
| – | – | 0.03% | 159 |
|
|
2021
Q3 | $299K | Hold |
7,333
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $313K | Hold |
7,333
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $350K | Hold |
7,333
| – | – | 0.04% | 157 |
|
|
2020
Q4 | $294K | Hold |
7,333
| – | – | 0.04% | 158 |
|
|
2020
Q3 | $254K | Hold |
7,333
| – | – | 0.04% | 160 |
|
|
2020
Q2 | $265K | Hold |
7,333
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $312K | Hold |
7,333
| – | – | 0.09% | 131 |
|
|
2019
Q4 | $353K | Buy |
+7,333
| New | +$349K | 0.08% | 144 |
|
Other funds holding AVA
VPM
VCM
WHG
