Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$224 | – | 1578 |
|
|
2023
Q2 | $224 | Hold |
10
| – | – | ﹤0.01% | 1336 |
|
|
2023
Q1 | $264 | Hold |
10
| – | – | ﹤0.01% | 1335 |
|
|
2022
Q4 | $255 | Hold |
10
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1480 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1471 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1458 |
|