Wealth Enhancement Advisory Services’s Avista AVA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Sell |
6,033
-457
| -7% | -$17.5K | ﹤0.01% | 2849 |
|
2025
Q1 | $272K | Sell |
6,490
-43
| -0.7% | -$1.8K | ﹤0.01% | 2503 |
|
2024
Q4 | $239K | Sell |
6,533
-337
| -5% | -$12.3K | ﹤0.01% | 2545 |
|
2024
Q3 | $266K | Buy |
6,870
+34
| +0.5% | +$1.32K | ﹤0.01% | 2238 |
|
2024
Q2 | $237K | Buy |
6,836
+442
| +7% | +$15.3K | ﹤0.01% | 2159 |
|
2024
Q1 | $224K | Sell |
6,394
-20
| -0.3% | -$700 | ﹤0.01% | 2118 |
|
2023
Q4 | $229K | Sell |
6,414
-1,866
| -23% | -$66.7K | ﹤0.01% | 2012 |
|
2023
Q3 | $268K | Buy |
+8,280
| New | +$268K | ﹤0.01% | 1805 |
|