Wealth Enhancement Advisory Services
AVA icon

Wealth Enhancement Advisory Services’s Avista AVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$332K Sell
8,040
-76
-0.9% -$3.07K ﹤0.01% 2675
2025
Q4 		$316K Buy
8,116
+2,159
+36% +$84.3K ﹤0.01% 2875
2025
Q3 		$223K Sell
5,957
-76
-1% -$2.83K ﹤0.01% 3035
2025
Q2 		$231K Sell
6,033
-457
-7% -$18K ﹤0.01% 2869
2025
Q1 		$272K Sell
6,490
-43
-0.7% -$1.63K ﹤0.01% 2524
2024
Q4 		$239K Sell
6,533
-337
-5% -$12.7K ﹤0.01% 2568
2024
Q3 		$266K Buy
6,870
+34
+0.5% +$1.29K ﹤0.01% 2258
2024
Q2 		$237K Buy
6,836
+442
+7% +$15.8K ﹤0.01% 2164
2024
Q1 		$224K Sell
6,394
-20
-0.3% -$681 ﹤0.01% 2118
2023
Q4 		$229K Sell
6,414
-1,866
-23% -$63.2K ﹤0.01% 2016
2023
Q3 		$268K Buy
+8,280
New +$296K ﹤0.01% 1811

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