Simplex Trading’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 | $31.3K | Sell |
780
-1,816
| -70% | -$73.3K | ﹤0.01% | 6338 |
|
|
2025
Q4 | $100K | Buy |
2,596
+2,451
| +1,690% | +$95.7K | ﹤0.01% | 5001 |
|
|
2025
Q3 | $5K | Buy |
+145
| New | +$5.39K | ﹤0.01% | 8273 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 8687 |
|
|
2025
Q1 | – | Sell |
-15
| Closed | -$569 | – | 8580 |
|
|
2024
Q4 | $0 | Sell |
15
-85
| -85% | -$3.19K | ﹤0.01% | 8563 |
|
|
2024
Q3 | $3K | Buy |
100
+11
| +12% | +$416 | ﹤0.01% | 7806 |
|
|
2024
Q2 | $3K | Buy |
+89
| New | +$3.18K | ﹤0.01% | 8070 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$16K | – | 10421 |
|
|
2021
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 8591 |
|
|
2021
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 8554 |
|
|
2021
Q2 | $17K | Buy |
400
+300
| +300% | +$13.8K | ﹤0.01% | 8703 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4.12K | ﹤0.01% | 8245 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$4K | – | 7324 |
|
|
2019
Q3 | $4K | Buy |
+100
| New | +$4.65K | ﹤0.01% | 6668 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5872 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 5833 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 5848 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5599 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 5398 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 5507 |
|
|
2015
Q1 | – | Sell |
-82
| Closed | -$3K | – | 4969 |
|
|
2014
Q4 | $3K | Buy |
+82
| New | +$2.8K | ﹤0.01% | 3422 |
|
Other funds holding AVA
VPM
VCM
WHG
