Avantax Advisory Services’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 |
-54,987
| Closed | -$1.41M | – | 1691 |
|
|
2023
Q3 | $1.41M | Sell |
54,987
-22,058
| -29% | -$564K | 0.02% | 574 |
|
|
2023
Q2 | $1.72M | Buy |
77,045
+25
| +0% | +$559 | 0.02% | 503 |
|
|
2023
Q1 | $2.03M | Buy |
77,020
+4,958
| +7% | +$130K | 0.02% | 443 |
|
|
2022
Q4 | $1.84M | Sell |
72,062
-250
| -0.3% | -$6.38K | 0.02% | 448 |
|
|
2022
Q3 | $1.4M | Buy |
72,312
+335
| +0.5% | +$6.48K | 0.02% | 462 |
|
|
2022
Q2 | $1.33M | Buy |
71,977
+12,638
| +21% | +$233K | 0.02% | 475 |
|
|
2022
Q1 | $1.16M | Sell |
59,339
-352
| -0.6% | -$6.91K | 0.02% | 502 |
|
|
2021
Q4 | $1.03M | Buy |
59,691
+6,555
| +12% | +$114K | 0.02% | 530 |
|
|
2021
Q3 | $829K | Sell |
53,136
-2,875
| -5% | -$44.9K | 0.01% | 549 |
|
|
2021
Q2 | $969K | Buy |
56,011
+5,700
| +11% | +$98.6K | 0.02% | 482 |
|
|
2021
Q1 | $837K | Sell |
50,311
-6,900
| -12% | -$115K | 0.02% | 473 |
|
|
2020
Q4 | $910K | Sell |
57,211
-46,926
| -45% | -$746K | 0.02% | 400 |
|
|
2020
Q3 | $981K | Buy |
104,137
+52,151
| +100% | +$491K | 0.02% | 546 |
|
|
2020
Q2 | $592K | Buy |
51,986
+1,386
| +3% | +$15.8K | 0.02% | 440 |
|
|
2020
Q1 | $610K | Buy |
50,600
+17,855
| +55% | +$215K | 0.02% | 395 |
|
|
2019
Q4 | $857K | Buy |
32,745
+2,469
| +8% | +$64.6K | 0.02% | 365 |
|
|
2019
Q3 | $655K | Buy |
30,276
+8,600
| +40% | +$186K | 0.03% | 280 |
|
|
2019
Q2 | $658K | Buy |
21,676
+1,502
| +7% | +$45.6K | 0.03% | 253 |
|
|
2019
Q1 | $673K | Buy |
20,174
+3,250
| +19% | +$108K | 0.04% | 236 |
|
|
2018
Q4 | $452K | Buy |
+16,924
| New | +$452K | 0.08% | 234 |
|