Private Wealth Management Group’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03K | Sell |
27
-1
| -4% | -$38 | ﹤0.01% | 1278 |
|
|
2025
Q1 | $1.17K | Buy |
28
+3
| +12% | +$126 | ﹤0.01% | 1218 |
|
|
2024
Q4 | $916 | Hold |
25
| – | – | ﹤0.01% | 1320 |
|
|
2024
Q3 | $969 | Hold |
25
| – | – | ﹤0.01% | 1293 |
|
|
2024
Q2 | $866 | Hold |
25
| – | – | ﹤0.01% | 1321 |
|
|
2024
Q1 | $876 | Hold |
25
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q4 | $894 | Buy |
+25
| New | +$894 | ﹤0.01% | 1325 |
|