Altshuler Shaham’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,419
| Closed | -$36.2K | – | 486 |
|
|
2022
Q4 | $36.2K | Sell |
1,419
-1,555
| -52% | -$39.7K | ﹤0.01% | 270 |
|
|
2022
Q3 | $58K | Buy |
2,974
+1,302
| +78% | +$25.4K | ﹤0.01% | 199 |
|
|
2022
Q2 | $31K | Sell |
1,672
-2,708
| -62% | -$50.2K | ﹤0.01% | 306 |
|
|
2022
Q1 | $86K | Buy |
4,380
+1,841
| +73% | +$36.1K | ﹤0.01% | 282 |
|
|
2021
Q4 | $44K | Buy |
2,539
+247
| +11% | +$4.28K | ﹤0.01% | 416 |
|
|
2021
Q3 | $36K | Buy |
2,292
+13
| +0.6% | +$204 | ﹤0.01% | 434 |
|
|
2021
Q2 | $39K | Buy |
2,279
+952
| +72% | +$16.3K | ﹤0.01% | 490 |
|
|
2021
Q1 | $22K | Buy |
+1,327
| New | +$22K | ﹤0.01% | 358 |
|