Archon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-56,208
| Closed | -$1.04M | – | 38 |
|
|
2022
Q2 | $1.04M | Sell |
56,208
-431,140
| -88% | -$7.96M | 0.24% | 27 |
|
|
2022
Q1 | $9.53M | Sell |
487,348
-198,056
| -29% | -$3.87M | 1.17% | 15 |
|
|
2021
Q4 | $11.9M | Hold |
685,404
| – | – | 1.56% | 13 |
|
|
2021
Q3 | $10.7M | Hold |
685,404
| – | – | 1.51% | 17 |
|
|
2021
Q2 | $11.9M | Buy |
685,404
+15,420
| +2% | +$267K | 1.34% | 16 |
|
|
2021
Q1 | $11.1M | Buy |
669,984
+53,957
| +9% | +$898K | 1.6% | 14 |
|
|
2020
Q4 | $9.8M | Buy |
616,027
+396,647
| +181% | +$6.31M | 1.69% | 16 |
|
|
2020
Q3 | $2.07M | Buy |
+219,380
| New | +$2.07M | 0.42% | 25 |
|