Strategic Wealth Partners’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,145
| Closed | -$218K | – | 285 |
|
|
2023
Q1 | $218K | Sell |
5,145
-358
| -7% | -$15.2K | 0.03% | 243 |
|
|
2022
Q4 | $244K | Hold |
5,503
| – | – | 0.05% | 228 |
|
|
2022
Q3 | $204K | Sell |
5,503
-455
| -8% | -$16.9K | 0.04% | 258 |
|
|
2022
Q2 | $259K | Sell |
5,958
-492
| -8% | -$21.4K | 0.06% | 208 |
|
|
2022
Q1 | $291K | Sell |
6,450
-4,053
| -39% | -$183K | 0.06% | 211 |
|
|
2021
Q4 | $446K | Buy |
+10,503
| New | +$446K | 0.08% | 205 |
|