Counterpoint Mutual Funds’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 |
-4,919
| Closed | -$110K | – | 478 |
|
|
2023
Q2 | $110K | Buy |
+4,919
| New | +$110K | 0.1% | 210 |
|
|
2022
Q3 | – | Sell |
-7,237
| Closed | -$134K | – | 377 |
|
|
2022
Q2 | $134K | Buy |
7,237
+2,839
| +65% | +$52.6K | 0.09% | 82 |
|
|
2022
Q1 | $86K | Buy |
4,398
+2,813
| +177% | +$55K | 0.07% | 61 |
|
|
2021
Q4 | $27K | Buy |
+1,585
| New | +$27K | 0.03% | 77 |
|