Advisory Research’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
Q4 | – | Sell |
-33,691
| Closed | -$862K | – | 490 |
|
|
2023
Q3 | $862K | Sell |
33,691
-38,895
| -54% | -$995K | 0.12% | 212 |
|
|
2023
Q2 | $1.62M | Sell |
72,586
-116,650
| -62% | -$2.61M | 0.21% | 142 |
|
|
2023
Q1 | $4.98M | Buy |
189,236
+12,131
| +7% | +$319K | 0.82% | 30 |
|
|
2022
Q4 | $4.52M | Sell |
177,105
-8,913
| -5% | -$228K | 0.43% | 43 |
|
|
2022
Q3 | $3.6M | Buy |
186,018
+73,033
| +65% | +$1.41M | 0.35% | 53 |
|
|
2022
Q2 | $2.09M | Buy |
+112,985
| New | +$2.09M | 0.2% | 82 |
|
|
2019
Q2 | – | Sell |
-34,621
| Closed | -$1.16M | – | 390 |
|
|
2019
Q1 | $1.16M | Buy |
34,621
+8,587
| +33% | +$287K | 0.02% | 233 |
|
|
2018
Q4 | $694K | Buy |
+26,034
| New | +$694K | 0.01% | 272 |
|