CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,831
| Closed | -$52K | – | 4375 |
|
|
2022
Q2 | $52K | Sell |
2,831
-105
| -4% | -$1.93K | ﹤0.01% | 2728 |
|
|
2022
Q1 | $57K | Buy |
2,936
+1,499
| +104% | +$29.1K | ﹤0.01% | 2695 |
|
|
2021
Q4 | $25K | Sell |
1,437
-24
| -2% | -$418 | ﹤0.01% | 3156 |
|
|
2021
Q3 | $23K | Buy |
1,461
+25
| +2% | +$394 | ﹤0.01% | 3075 |
|
|
2021
Q2 | $25K | Sell |
1,436
-25
| -2% | -$435 | ﹤0.01% | 2967 |
|
|
2021
Q1 | $24K | Buy |
1,461
+1,366
| +1,438% | +$22.4K | ﹤0.01% | 2900 |
|
|
2020
Q4 | $2K | Buy |
95
+35
| +58% | +$737 | ﹤0.01% | 3178 |
|
|
2020
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 2974 |
|