Cutler Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2542 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2623 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2627 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2755 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2819 |
|
|
2021
Q3 | – | Sell |
-9,101
| Closed | -$157K | – | 2917 |
|
|
2021
Q2 | $157K | Buy |
9,101
+210
| +2% | +$3.62K | 0.01% | 817 |
|
|
2021
Q1 | $147K | Buy |
8,891
+5,194
| +140% | +$85.9K | 0.01% | 768 |
|
|
2020
Q4 | $58K | Buy |
+3,697
| New | +$58K | ﹤0.01% | 958 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 2289 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1355 |
|
|
2018
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1493 |
|
|
2017
Q4 | – | Sell |
-1,364
| Closed | -$34K | – | 2986 |
|
|
2017
Q3 | $34K | Buy |
+1,364
| New | +$34K | ﹤0.01% | 1444 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3443 |
|
|
2017
Q1 | – | Sell |
-426
| Closed | -$6K | – | 3504 |
|
|
2016
Q4 | $6K | Sell |
426
-600
| -58% | -$8.45K | ﹤0.01% | 2445 |
|
|
2016
Q3 | $11K | Sell |
1,026
-1,674
| -62% | -$17.9K | ﹤0.01% | 2113 |
|
|
2016
Q2 | $27K | Buy |
2,700
+2,200
| +440% | +$22K | ﹤0.01% | 1678 |
|
|
2016
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 2612 |
|
|
2015
Q4 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 2576 |
|