Campbell & Co Investment Adviser’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
Q2 | – | Sell |
-12,264
| Closed | -$323K | – | 1183 |
|
|
2023
Q1 | $323K | Buy |
+12,264
| New | +$323K | 0.06% | 578 |
|
|
2018
Q4 | – | Sell |
-10,700
| Closed | -$431K | – | 546 |
|
|
2018
Q3 | $431K | Buy |
+10,700
| New | +$431K | 0.29% | 104 |
|
|
2016
Q2 | – | Sell |
-19,148
| Closed | -$99K | – | 159 |
|
|
2016
Q1 | $99K | Buy |
+19,148
| New | +$99K | 0.36% | 112 |
|
|
2014
Q2 | – | Sell |
-13,506
| Closed | -$266K | – | 260 |
|
|
2014
Q1 | $266K | Sell |
13,506
-6,064
| -31% | -$119K | 0.11% | 175 |
|
|
2013
Q4 | $571K | Buy |
+19,570
| New | +$571K | 0.13% | 160 |
|