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