Avantax Planning Partners’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,249
| Closed | -$221K | – | 433 |
|
|
2024
Q3 | $221K | Buy |
+3,249
| New | +$221K | 0.01% | 402 |
|
|
2024
Q2 | – | Sell |
-3,249
| Closed | -$219K | – | 474 |
|
|
2024
Q1 | $219K | Buy |
+3,249
| New | +$219K | 0.01% | 427 |
|
|
2022
Q3 | – | Sell |
-3,273
| Closed | -$225K | – | 349 |
|
|
2022
Q2 | $225K | Hold |
3,273
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $295K | Sell |
3,273
-95
| -3% | -$8.56K | 0.01% | 286 |
|
|
2021
Q4 | $324K | Buy |
3,368
+95
| +3% | +$9.14K | 0.01% | 264 |
|
|
2021
Q3 | $294K | Hold |
3,273
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $265K | Hold |
3,273
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $277K | Buy |
3,273
+15
| +0.5% | +$1.27K | 0.01% | 249 |
|
|
2020
Q4 | $304K | Sell |
3,258
-14
| -0.4% | -$1.31K | 0.02% | 218 |
|
|
2020
Q3 | $272K | Hold |
3,272
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $227K | Sell |
3,272
-13
| -0.4% | -$902 | 0.01% | 249 |
|
|
2020
Q1 | $212K | Buy |
3,285
+31
| +1% | +$2K | 0.01% | 250 |
|
|
2019
Q4 | $210K | Sell |
3,254
-113
| -3% | -$7.29K | 0.01% | 286 |
|
|
2019
Q3 | $245K | Buy |
3,367
+25
| +0.7% | +$1.82K | 0.02% | 264 |
|
|
2019
Q2 | $236K | Buy |
+3,342
| New | +$236K | 0.02% | 268 |
|
|
2018
Q4 | – | Sell |
-259
| Closed | -$11K | – | 362 |
|
|
2018
Q3 | $11K | Buy |
+259
| New | +$11K | ﹤0.01% | 847 |
|
|
2018
Q2 | – | Sell |
-464
| Closed | -$18K | – | 350 |
|
|
2018
Q1 | $18K | Buy |
+464
| New | +$18K | ﹤0.01% | 810 |
|
|
2017
Q4 | – | Sell |
-5,329
| Closed | -$220K | – | 308 |
|
|
2017
Q3 | $220K | Sell |
5,329
-100
| -2% | -$4.13K | 0.02% | 346 |
|
|
2017
Q2 | $229K | Buy |
+5,429
| New | +$229K | 0.02% | 308 |
|