Petrus Trust Company’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,011
| Closed | -$377K | – | 521 |
|
|
2025
Q1 | $377K | Sell |
9,011
-4,506
| -33% | -$189K | 0.04% | 309 |
|
|
2024
Q4 | $495K | Hold |
13,517
| – | – | 0.05% | 219 |
|
|
2024
Q3 | $524K | Hold |
13,517
| – | – | 0.05% | 200 |
|
|
2024
Q2 | $468K | Buy |
13,517
+7,149
| +112% | +$247K | 0.04% | 255 |
|
|
2024
Q1 | $223K | Buy |
+6,368
| New | +$223K | 0.02% | 547 |
|
|
2023
Q4 | – | Sell |
-21,609
| Closed | -$699K | – | 603 |
|
|
2023
Q3 | $699K | Buy |
+21,609
| New | +$699K | 0.07% | 85 |
|