Carson Wealth (CWM LLC)’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-318
| Closed | -$8K | – | 4645 |
|
|
2023
Q3 | $8K | Sell |
318
-6
| -2% | -$142 | ﹤0.01% | 3282 |
|
|
2023
Q2 | $7K | Sell |
324
-9
| -3% | -$212 | ﹤0.01% | 3316 |
|
|
2023
Q1 | $9K | Buy |
333
+2
| +0.6% | +$54 | ﹤0.01% | 3046 |
|
|
2022
Q4 | $8K | Sell |
331
-60
| -15% | -$1.38K | ﹤0.01% | 2974 |
|
|
2022
Q3 | $8K | Buy |
391
+96
| +33% | +$1.93K | ﹤0.01% | 2868 |
|
|
2022
Q2 | $5K | Buy |
295
+19
| +7% | +$346 | ﹤0.01% | 3035 |
|
|
2022
Q1 | $5K | Hold |
276
| – | – | ﹤0.01% | 2890 |
|
|
2021
Q4 | $5K | Buy |
+276
| New | +$4.68K | ﹤0.01% | 2780 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 3029 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3026 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3023 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3021 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 3019 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3016 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3014 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3014 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 3013 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3339 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | +$306 | ﹤0.01% | 2285 |
|
Other funds holding AVTA
Carson Wealth (CWM LLC)'s AVTA Position: Q4 2023 in Review
Carson Wealth (CWM LLC) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 318 shares — an estimated $8K sold.
Carson Wealth (CWM LLC) first reported a position in AVTA in Q4 2018 and held it in 19 quarters. The position peaked at $9K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Carson Wealth (CWM LLC) reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 318 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $8K.
- Carson Wealth (CWM LLC) first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 19 quarters.
- Carson Wealth (CWM LLC)'s Avantax, Inc. Common Stock position peaked at $9K in Q1 2023.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.