Cornerstone Management’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 |
-1,940
| Closed | -$51.1K | – | 248 |
|
|
2023
Q1 | $51.1K | Hold |
1,940
| – | – | 0.01% | 83 |
|
|
2022
Q4 | $49.5K | Hold |
1,940
| – | – | 0.01% | 86 |
|
|
2022
Q3 | $37.5K | Hold |
1,940
| – | – | 0.01% | 97 |
|
|
2022
Q2 | $35.8K | Hold |
1,940
| – | – | 0.01% | 108 |
|
|
2022
Q1 | $37.9K | Buy |
+1,940
| New | +$37.9K | 0.01% | 111 |
|