Avantax Planning Partners’s Spectral AI MDAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-231,336
| Closed | -$266K | – | 457 |
|
|
2025
Q1 | $266K | Hold |
231,336
| – | – | 0.01% | 362 |
|
|
2024
Q4 | $655K | Buy |
231,336
+71,484
| +45% | +$202K | 0.02% | 217 |
|
|
2024
Q3 | $169K | Buy |
159,852
+95,493
| +148% | +$101K | 0.01% | 424 |
|
|
2024
Q2 | $113K | Buy |
64,359
+34,359
| +115% | +$60.5K | ﹤0.01% | 453 |
|
|
2024
Q1 | $63.9K | Buy |
+30,000
| New | +$63.9K | ﹤0.01% | 456 |
|