Armistice Capital’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 |
-736,000
| Closed | -$13.6K | – | 241 |
|
|
2022
Q2 | $13.6K | Buy |
+736,000
| New | +$13.6K | 0.24% | 72 |
|
|
2021
Q1 | – | Sell |
-1,328,000
| Closed | -$21.1M | – | 139 |
|
|
2020
Q4 | $21.1M | Sell |
1,328,000
-1,672,000
| -56% | -$26.6M | 0.72% | 42 |
|
|
2020
Q3 | $28.3M | Buy |
3,000,000
+952,000
| +46% | +$8.97M | 1.03% | 37 |
|
|
2020
Q2 | $23.4M | Buy |
+2,048,000
| New | +$23.4M | 1.03% | 39 |
|
|
2016
Q3 | – | Sell |
-500,000
| Closed | -$5.18M | – | 55 |
|
|
2016
Q2 | $5.18M | Sell |
500,000
-1,408,000
| -74% | -$14.6M | 1.97% | 20 |
|
|
2016
Q1 | $9.85M | Buy |
1,908,000
+1,074,000
| +129% | +$5.54M | 3.86% | 6 |
|
|
2015
Q4 | $8.17M | Buy |
834,000
+54,000
| +7% | +$529K | 2.92% | 14 |
|
|
2015
Q3 | $10.7M | Buy |
780,000
+80,000
| +11% | +$1.1M | 3.67% | 8 |
|
|
2015
Q2 | $11.3M | Sell |
700,000
-74,000
| -10% | -$1.2M | 4.06% | 10 |
|
|
2015
Q1 | $10.6M | Buy |
+774,000
| New | +$10.6M | 4.69% | 5 |
|