Summit Wealth Group’s Avista AVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-125
Closed -$5K 56
2021
Q2
$5K Hold
125
0.01% 127
2021
Q1
$6K Buy
+125
New +$6K 0.01% 115