Avantax Advisory Services’s BlackBerry BB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-74,650
Closed -$281K 2365
2025
Q1
$281K Buy
+74,650
New +$281K ﹤0.01% 1878
2022
Q1
Sell
-18,209
Closed -$170K 1285
2021
Q4
$170K Buy
18,209
+6,356
+54% +$59.3K ﹤0.01% 1186
2021
Q3
$115K Buy
+11,853
New +$115K ﹤0.01% 1141
2021
Q1
Sell
-17,887
Closed -$118K 1031
2020
Q4
$118K Buy
17,887
+4,249
+31% +$28K ﹤0.01% 904
2020
Q3
$65K Buy
+13,638
New +$65K ﹤0.01% 1328