Covestor’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 |
-5
| Closed | – | – | 2914 |
|
|
2023
Q3 | $0 | Sell |
5
-8
| -62% | – | ﹤0.01% | 2905 |
|
|
2023
Q2 | $0 | Buy |
13
+6
| +86% | – | ﹤0.01% | 2828 |
|
|
2023
Q1 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 2769 |
|
|
2022
Q4 | $0 | Buy |
8
+5
| +167% | – | ﹤0.01% | 2788 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2787 |
|