Aigen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,343
| Closed | -$196K | – | 701 |
|
|
2021
Q2 | $196K | Sell |
11,343
-4,410
| -28% | -$76.2K | 0.03% | 407 |
|
|
2021
Q1 | $262K | Sell |
15,753
-10,285
| -39% | -$171K | 0.03% | 461 |
|
|
2020
Q4 | $414K | Buy |
26,038
+767
| +3% | +$12.2K | 0.05% | 443 |
|
|
2020
Q3 | $238K | Sell |
25,271
-40,919
| -62% | -$385K | 0.03% | 595 |
|
|
2020
Q2 | $756K | Buy |
66,190
+46,606
| +238% | +$532K | 0.1% | 332 |
|
|
2020
Q1 | $236K | Buy |
19,584
+8,921
| +84% | +$108K | 0.03% | 659 |
|
|
2019
Q4 | $279K | Buy |
+10,663
| New | +$279K | 0.05% | 461 |
|