Amalgamated Bank’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 |
-16,390
| Closed | -$419K | – | 3011 |
|
|
2023
Q3 | $419K | Sell |
16,390
-1,510
| -8% | -$38.6K | ﹤0.01% | 1493 |
|
|
2023
Q2 | $401K | Sell |
17,900
-1,299
| -7% | -$29.1K | ﹤0.01% | 1539 |
|
|
2023
Q1 | $505K | Sell |
19,199
-4,025
| -17% | -$106K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $593K | Buy |
23,224
+52
| +0.2% | +$1.33K | 0.01% | 1393 |
|
|
2022
Q3 | $448K | Buy |
23,172
+426
| +2% | +$8.24K | ﹤0.01% | 1483 |
|
|
2022
Q2 | $420K | Buy |
22,746
+306
| +1% | +$5.65K | ﹤0.01% | 1542 |
|
|
2022
Q1 | $439K | Sell |
22,440
-1,373
| -6% | -$26.9K | ﹤0.01% | 1606 |
|
|
2021
Q4 | $412K | Sell |
23,813
-602
| -2% | -$10.4K | ﹤0.01% | 1668 |
|
|
2021
Q3 | $381K | Sell |
24,415
-345
| -1% | -$5.38K | ﹤0.01% | 1726 |
|
|
2021
Q2 | $429K | Buy |
+24,760
| New | +$429K | ﹤0.01% | 1715 |
|
|
2020
Q1 | – | Sell |
-9,094
| Closed | -$238K | – | 1808 |
|
|
2019
Q4 | $238K | Buy |
+9,094
| New | +$238K | ﹤0.01% | 1547 |
|
|
2019
Q3 | – | Sell |
-8,660
| Closed | -$263K | – | 1799 |
|
|
2019
Q2 | $263K | Buy |
8,660
+1,175
| +16% | +$35.7K | 0.01% | 1429 |
|
|
2019
Q1 | $250K | Buy |
+7,485
| New | +$250K | 0.01% | 1376 |
|
|
2018
Q3 | – | Sell |
-7,413
| Closed | -$274K | – | 1648 |
|
|
2018
Q2 | $274K | Buy |
+7,413
| New | +$274K | 0.01% | 1380 |
|