Cipher Capital’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 |
-8,944
| Closed | -$235K | – | 743 |
|
|
2023
Q1 | $235K | Buy |
+8,944
| New | +$235K | 0.04% | 433 |
|
|
2018
Q3 | – | Sell |
-6,518
| Closed | -$241K | – | 652 |
|
|
2018
Q2 | $241K | Sell |
6,518
-3,708
| -36% | -$137K | 0.05% | 403 |
|
|
2018
Q1 | $252K | Sell |
10,226
-38,047
| -79% | -$938K | 0.03% | 504 |
|
|
2017
Q4 | $1.07M | Buy |
48,273
+21,971
| +84% | +$486K | 0.08% | 351 |
|
|
2017
Q3 | $665K | Buy |
+26,302
| New | +$665K | 0.05% | 457 |
|