Comerica Bank’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 |
-16,858
| Closed | -$431K | – | 3862 |
|
|
2023
Q3 | $431K | Buy |
+16,858
| New | +$431K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $762K | Sell |
28,228
-8,320
| -23% | -$225K | 0.01% | 1605 |
|
|
2022
Q3 | $761K | Sell |
36,548
-3,925
| -10% | -$81.7K | 0.01% | 1612 |
|
|
2022
Q2 | $771K | Sell |
40,473
-1,360
| -3% | -$25.9K | 0.01% | 1656 |
|
|
2022
Q1 | $879K | Sell |
41,833
-230
| -0.5% | -$4.83K | 0.01% | 1642 |
|
|
2021
Q4 | $660K | Sell |
42,063
-2,243
| -5% | -$35.2K | ﹤0.01% | 1755 |
|
|
2021
Q3 | $740K | Sell |
44,306
-1,086
| -2% | -$18.1K | ﹤0.01% | 1808 |
|
|
2021
Q2 | $709K | Sell |
45,392
-3,368
| -7% | -$52.6K | ﹤0.01% | 1885 |
|
|
2021
Q1 | $712K | Sell |
48,760
-1,942
| -4% | -$28.4K | ﹤0.01% | 1911 |
|
|
2020
Q4 | $866K | Buy |
50,702
+219
| +0.4% | +$3.74K | 0.01% | 1798 |
|
|
2020
Q3 | $560K | Sell |
50,483
-362
| -0.7% | -$4.02K | ﹤0.01% | 1866 |
|
|
2020
Q2 | $594K | Buy |
50,845
+3,277
| +7% | +$38.3K | ﹤0.01% | 1790 |
|
|
2020
Q1 | $638K | Buy |
47,568
+1,406
| +3% | +$18.9K | 0.01% | 1606 |
|
|
2019
Q4 | $1.08M | Buy |
46,162
+228
| +0.5% | +$5.32K | 0.01% | 1514 |
|
|
2019
Q3 | $981K | Buy |
45,934
+168
| +0.4% | +$3.59K | 0.01% | 1536 |
|
|
2019
Q2 | $1.34M | Sell |
45,766
-2,438
| -5% | -$71.2K | 0.01% | 1354 |
|
|
2019
Q1 | $1.67M | Buy |
48,204
+1,052
| +2% | +$36.5K | 0.01% | 1241 |
|
|
2018
Q4 | $1.36M | Buy |
47,152
+763
| +2% | +$22.1K | 0.01% | 1360 |
|
|
2018
Q3 | $1.54M | Sell |
46,389
-3,500
| -7% | -$116K | 0.01% | 1326 |
|
|
2018
Q2 | $1.91M | Buy |
49,889
+544
| +1% | +$20.8K | 0.01% | 1296 |
|
|
2018
Q1 | $1.34M | Buy |
49,345
+2,118
| +4% | +$57.3K | 0.01% | 1474 |
|
|
2017
Q4 | $1.12M | Buy |
47,227
+2
| +0% | +$47 | 0.01% | 1582 |
|
|
2017
Q3 | $1.03M | Buy |
47,225
+5,723
| +14% | +$125K | 0.01% | 1611 |
|
|
2017
Q2 | $867K | Sell |
41,502
-1,389
| -3% | -$29K | 0.01% | 1636 |
|
|
2017
Q1 | $789K | Buy |
42,891
+2,221
| +5% | +$40.9K | 0.01% | 1707 |
|
|
2016
Q4 | $606K | Buy |
40,670
+1,442
| +4% | +$21.5K | ﹤0.01% | 1792 |
|
|
2016
Q3 | $449K | Sell |
39,228
-2,683
| -6% | -$30.7K | ﹤0.01% | 1816 |
|
|
2016
Q2 | $460K | Sell |
41,911
-364
| -0.9% | -$4K | ﹤0.01% | 1815 |
|
|
2016
Q1 | $227K | Buy |
42,275
+894
| +2% | +$4.8K | ﹤0.01% | 1975 |
|
|
2015
Q4 | $359K | Sell |
41,381
-659
| -2% | -$5.72K | ﹤0.01% | 1817 |
|
|
2015
Q3 | $579K | Sell |
42,040
-41,190
| -49% | -$567K | 0.01% | 1659 |
|
|
2015
Q2 | $1.34M | Buy |
83,230
+42,409
| +104% | +$685K | 0.01% | 1660 |
|
|
2015
Q1 | $558K | Sell |
40,821
-39,869
| -49% | -$545K | ﹤0.01% | 1720 |
|
|
2014
Q4 | $1.12M | Buy |
80,690
+40,048
| +99% | +$555K | ﹤0.01% | 1712 |
|
|
2014
Q3 | $619K | Sell |
40,642
-842
| -2% | -$12.8K | 0.01% | 1691 |
|
|
2014
Q2 | $783K | Sell |
41,484
-844
| -2% | -$15.9K | 0.01% | 1614 |
|
|
2014
Q1 | $833K | Sell |
42,328
-632
| -1% | -$12.4K | 0.01% | 1647 |
|
|
2013
Q4 | $1.25M | Sell |
42,960
-4,203
| -9% | -$123K | 0.01% | 1429 |
|
|
2013
Q3 | $1.08M | Buy |
47,163
+3,411
| +8% | +$78.4K | 0.01% | 1592 |
|
|
2013
Q2 | $811K | Buy |
+43,752
| New | +$811K | 0.01% | 1509 |
|