Advisornet Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$128 | – | 2506 |
|
|
2022
Q4 | $128 | Hold |
5
| – | – | ﹤0.01% | 2267 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2067 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2200 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2165 |
|
|
2021
Q3 | $0 | Sell |
5
-100
| -95% | – | ﹤0.01% | 2021 |
|
|
2021
Q2 | $2K | Hold |
105
| – | – | ﹤0.01% | 1702 |
|
|
2021
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 1648 |
|
|
2020
Q4 | $2K | Hold |
105
| – | – | ﹤0.01% | 1554 |
|
|
2020
Q3 | $1K | Hold |
105
| – | – | ﹤0.01% | 1680 |
|
|
2020
Q2 | $1K | Hold |
105
| – | – | ﹤0.01% | 1713 |
|
|
2020
Q1 | $1K | Buy |
105
+100
| +2,000% | +$952 | ﹤0.01% | 1723 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1994 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | – | – | 1688 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1609 |
|
|
2018
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1670 |
|
|
2018
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1238 |
|