Dimensional Fund Advisors’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 | $36.8M | Sell |
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|
2023
Q2 | $36.8M | Sell |
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|
2023
Q1 | $46.8M | Sell |
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|
2022
Q4 | $45.7K | Sell |
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|
2022
Q3 | $40.1M | Sell |
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|
2022
Q2 | $42.1M | Sell |
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|
2022
Q1 | $47M | Sell |
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|
2021
Q4 | $46M | Sell |
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|
2021
Q3 | $48.4M | Sell |
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|
2021
Q2 | $56.4M | Sell |
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|
2021
Q1 | $54.7M | Sell |
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|
2020
Q4 | $53.4M | Sell |
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|
2020
Q3 | $31.7M | Sell |
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|
2020
Q2 | $38.4M | Sell |
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|
2020
Q1 | $40.7M | Hold |
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|
2019
Q4 | $88.2M | Sell |
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|
2019
Q3 | $73.9M | Sell |
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|
2019
Q2 | $104M | Sell |
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|
2019
Q1 | $115M | Sell |
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|
2018
Q4 | $91.7M | Hold |
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|
2018
Q3 | $139M | Sell |
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|
2018
Q2 | $129M | Sell |
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|
2018
Q1 | $86.8M | Hold |
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|
2017
Q4 | $77.9M | Hold |
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|
2017
Q3 | $89.2M | Sell |
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|
2017
Q2 | $74.8M | Hold |
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|
2017
Q1 | $61M | Sell |
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|
2016
Q4 | $52.1M | Buy |
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|
2016
Q3 | $39.5M | Buy |
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|
2016
Q2 | $36.1M | Buy |
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|
2016
Q1 | $17.9M | Buy |
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|
2015
Q4 | $33.2M | Sell |
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|
2015
Q3 | $47.8M | Sell |
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|
2015
Q2 | $56.1M | Sell |
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|
2015
Q1 | $47.5M | Buy |
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|
2014
Q4 | $46.9M | Buy |
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|
2014
Q3 | $50.5M | Sell |
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|
2014
Q2 | $62.6M | Buy |
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|
2014
Q1 | $64.3M | Buy |
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|
2013
Q4 | $91.2M | Buy |
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|
2013
Q3 | $70.6M | Buy |
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|
2013
Q2 | $55.7M | Buy |
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