Credit Agricole’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 |
-3
| Closed | -$77 | – | 898 |
|
|
2023
Q3 | $77 | Hold |
3
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $67 | Hold |
3
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $79 | Hold |
3
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $77 | Hold |
3
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 662 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 674 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 700 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 591 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 520 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 495 |
|
|
2020
Q1 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 629 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 662 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 503 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 491 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 481 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 451 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 407 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 387 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1457 |
|
|
2017
Q2 | $0 | Sell |
3
-929
| -100% | – | ﹤0.01% | 1615 |
|
|
2017
Q1 | $356K | Buy |
932
+929
| +30,967% | +$355K | ﹤0.01% | 1440 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1521 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1578 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1460 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1395 |
|
|
2015
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1464 |
|
|
2015
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1480 |
|
|
2015
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1469 |
|
|
2015
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1536 |
|
|
2014
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1625 |
|
|
2014
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1606 |
|
|
2014
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1646 |
|
|
2014
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1637 |
|
|
2013
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1684 |
|
|
2013
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1624 |
|