Bailard’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,077
| Closed | -$232K | – | 810 |
|
|
2022
Q4 | $232K | Sell |
9,077
-2,923
| -24% | -$74.6K | 0.01% | 605 |
|
|
2022
Q3 | $232K | Buy |
+12,000
| New | +$232K | 0.01% | 535 |
|
|
2020
Q1 | – | Sell |
-16,600
| Closed | -$434K | – | 588 |
|
|
2019
Q4 | $434K | Buy |
+16,600
| New | +$434K | 0.02% | 320 |
|