EAM Investors’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
Q1 | – | Sell |
-55,494
| Closed | -$1.42M | – | 382 |
|
|
2022
Q4 | $1.42M | Sell |
55,494
-15,854
| -22% | -$405K | 0.29% | 156 |
|
|
2022
Q3 | $1.38M | Buy |
+71,348
| New | +$1.38M | 0.3% | 145 |
|
|
2018
Q3 | – | Sell |
-79,478
| Closed | -$2.94M | – | 387 |
|
|
2018
Q2 | $2.94M | Buy |
+79,478
| New | +$2.94M | 0.46% | 96 |
|
|
2017
Q4 | – | Sell |
-173,498
| Closed | -$4.39M | – | 364 |
|
|
2017
Q3 | $4.39M | Sell |
173,498
-20,629
| -11% | -$522K | 0.58% | 39 |
|
|
2017
Q2 | $4.12M | Sell |
194,127
-10,685
| -5% | -$226K | 0.68% | 21 |
|
|
2017
Q1 | $3.54M | Buy |
+204,812
| New | +$3.54M | 0.56% | 45 |
|
|
2014
Q1 | – | Sell |
-43,716
| Closed | -$1.28M | – | 362 |
|
|
2013
Q4 | $1.28M | Buy |
+43,716
| New | +$1.28M | 0.23% | 229 |
|