Avantax Advisory Services’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
1,734
-164
-9% -$66.7K ﹤0.01% 1375
2025
Q1
$642K Sell
1,898
-286
-13% -$96.7K ﹤0.01% 1354
2024
Q4
$728K Buy
2,184
+114
+6% +$38K ﹤0.01% 1219
2024
Q3
$604K Sell
2,070
-18
-0.9% -$5.25K ﹤0.01% 1289
2024
Q2
$571K Buy
+2,088
New +$571K ﹤0.01% 1284
2020
Q4
Sell
-10,138
Closed -$1.05M 1021
2020
Q3
$1.05M Buy
+10,138
New +$1.05M 0.02% 526