SteelPeak Wealth’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
5,845
-499
| -8% | -$18.9K | 0.01% | 461 |
|
|
2025
Q1 | $266K | Sell |
6,344
-86
| -1% | -$3.6K | 0.01% | 416 |
|
|
2024
Q4 | $236K | Sell |
6,430
-93
| -1% | -$3.41K | 0.01% | 433 |
|
|
2024
Q3 | $253K | Buy |
6,523
+117
| +2% | +$4.53K | 0.01% | 398 |
|
|
2024
Q2 | $222K | Buy |
+6,406
| New | +$222K | 0.01% | 411 |
|