Amundi’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
-4,724
Closed -$121K 2093
2023
Q3
$121K Sell
4,724
-399
-8% -$10.2K ﹤0.01% 1713
2023
Q2
$117K Sell
5,123
-288
-5% -$6.59K ﹤0.01% 1732
2023
Q1
$141K Buy
+5,411
New +$141K ﹤0.01% 1662