Carson Wealth (CWM LLC)’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
Q4 | – | Sell |
-318
| Closed | -$8K | – | 4638 |
|
|
2023
Q3 | $8K | Sell |
318
-6
| -2% | -$151 | ﹤0.01% | 3279 |
|
|
2023
Q2 | $7K | Sell |
324
-9
| -3% | -$194 | ﹤0.01% | 3312 |
|
|
2023
Q1 | $9K | Buy |
333
+2
| +0.6% | +$54 | ﹤0.01% | 3044 |
|
|
2022
Q4 | $8K | Sell |
331
-60
| -15% | -$1.45K | ﹤0.01% | 2971 |
|
|
2022
Q3 | $8K | Buy |
391
+96
| +33% | +$1.96K | ﹤0.01% | 2865 |
|
|
2022
Q2 | $5K | Buy |
295
+19
| +7% | +$322 | ﹤0.01% | 3030 |
|
|
2022
Q1 | $5K | Hold |
276
| – | – | ﹤0.01% | 2881 |
|
|
2021
Q4 | $5K | Buy |
+276
| New | +$5K | ﹤0.01% | 2771 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 2990 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3313 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2278 |
|