Allspring Global Investments’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 |
-983
| Closed | -$25.1K | – | 2837 |
|
|
2023
Q3 | $25.1K | Sell |
983
-3,315
| -77% | -$84.8K | ﹤0.01% | 2451 |
|
|
2023
Q2 | $96.2K | Sell |
4,298
-3,230
| -43% | -$72.3K | ﹤0.01% | 2056 |
|
|
2023
Q1 | $198K | Buy |
7,528
+1,791
| +31% | +$47.1K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $146K | Buy |
5,737
+409
| +8% | +$10.4K | ﹤0.01% | 1925 |
|
|
2022
Q3 | $103K | Buy |
5,328
+3,635
| +215% | +$70.3K | ﹤0.01% | 2072 |
|
|
2022
Q2 | $31K | Buy |
1,693
+899
| +113% | +$16.5K | ﹤0.01% | 2392 |
|
|
2022
Q1 | $15K | Hold |
794
| – | – | ﹤0.01% | 2956 |
|
|
2021
Q4 | $13K | Buy |
+794
| New | +$13K | ﹤0.01% | 2913 |
|