D.E. Shaw & Co’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $5.79M | Sell |
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|
2022
Q4 | $9.89M | Sell |
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|
2022
Q3 | $9.98M | Sell |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $20.3M | Sell |
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|
2021
Q4 | $20.7M | Sell |
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|
2021
Q3 | $23.2M | Sell |
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|
2021
Q2 | $26.2M | Buy |
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|
2021
Q1 | $24.8M | Sell |
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|
2020
Q4 | $23.8M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $8.7M | Buy |
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|
2020
Q1 | $8.82M | Buy |
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|
2019
Q4 | $16.9M | Sell |
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|
2019
Q3 | $14.4M | Buy |
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|
2019
Q2 | $18.1M | Sell |
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|
2019
Q1 | $21M | Buy |
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|
2018
Q4 | $15.2M | Sell |
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|
2018
Q3 | $24.8M | Buy |
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|
2018
Q2 | $20.5M | Buy |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $11.3M | Buy |
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|
2017
Q3 | $9.76M | Buy |
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|
2017
Q2 | $4.87M | Sell |
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|
2017
Q1 | $6.59M | Sell |
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|
2016
Q4 | $5.84M | Buy |
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|
2016
Q3 | $1.7M | Sell |
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|
2016
Q2 | $4.86M | Buy |
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|
2016
Q1 | $1.75M | Buy |
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|
2015
Q4 | $1.57M | Sell |
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|
2015
Q3 | $3.36M | Sell |
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|
2015
Q2 | $6.07M | Buy |
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|
2015
Q1 | $1.77M | Sell |
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|
2014
Q4 | $2.61M | Buy |
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|
2014
Q3 | $1.43M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $762K | Sell |
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|
2013
Q4 | $3.13M | Buy |
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|
2013
Q3 | – | Hold |
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