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Whipplewood Advisors’s Avista AVA Stock Holding History

Whipplewood Advisors’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34
Closed -$1.25K – 1212
2024
Q4 		$1.25K Buy
+34
New +$1.25K ﹤0.01% 980