Aquatic Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,600
| Closed | -$103K | – | 1761 |
|
|
2023
Q2 | $103K | Sell |
4,600
-6,400
| -58% | -$143K | 0.01% | 838 |
|
|
2023
Q1 | $290K | Buy |
+11,000
| New | +$290K | 0.02% | 513 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$6K | – | 1666 |
|
|
2022
Q1 | $6K | Sell |
300
-1,900
| -86% | -$38K | 0.01% | 808 |
|
|
2021
Q4 | $38K | Buy |
+2,200
| New | +$38K | 0.07% | 390 |
|