Steward Partners Investment Advisory’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8K | Hold |
100
| – | – | ﹤0.01% | 3569 |
|
|
2025
Q1 | $4.19K | Sell |
100
-100
| -50% | -$4.19K | ﹤0.01% | 3432 |
|
|
2024
Q4 | $7.33K | Hold |
200
| – | – | ﹤0.01% | 3223 |
|
|
2024
Q3 | $7.75K | Hold |
200
| – | – | ﹤0.01% | 3047 |
|
|
2024
Q2 | $6.92K | Hold |
200
| – | – | ﹤0.01% | 2937 |
|
|
2024
Q1 | $7K | Sell |
200
-300
| -60% | -$10.5K | ﹤0.01% | 2935 |
|
|
2023
Q4 | $17.9K | Sell |
500
-300
| -38% | -$10.7K | ﹤0.01% | 2457 |
|
|
2023
Q3 | $25.9K | Buy |
+800
| New | +$25.9K | ﹤0.01% | 2186 |
|
|
2021
Q2 | – | Sell |
-148
| Closed | -$7.08K | – | 7093 |
|
|
2021
Q1 | $7.08K | Buy |
+148
| New | +$7.08K | ﹤0.01% | 2913 |
|