Avantax Advisory Services’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
8,903
+486
| +6% | +$35K | ﹤0.01% | 1441 |
|
|
2025
Q1 | $514K | Sell |
8,417
-542
| -6% | -$33.1K | ﹤0.01% | 1484 |
|
|
2024
Q4 | $662K | Sell |
8,959
-30
| -0.3% | -$2.22K | ﹤0.01% | 1271 |
|
|
2024
Q3 | $884K | Sell |
8,989
-1,245
| -12% | -$122K | 0.01% | 1096 |
|
|
2024
Q2 | $754K | Buy |
+10,234
| New | +$754K | 0.01% | 1132 |
|