AE Wealth Management’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
Q3 | – | Sell |
-13,601
| Closed | -$304K | – | 2096 |
|
|
2023
Q2 | $304K | Buy |
13,601
+5,543
| +69% | +$124K | ﹤0.01% | 1608 |
|
|
2023
Q1 | $212K | Buy |
+8,058
| New | +$212K | ﹤0.01% | 1709 |
|
|
2019
Q4 | – | Sell |
-9,626
| Closed | -$208K | – | 1170 |
|
|
2019
Q3 | $208K | Sell |
9,626
-558
| -5% | -$12.1K | 0.01% | 911 |
|
|
2019
Q2 | $309K | Buy |
+10,184
| New | +$309K | 0.01% | 740 |
|