Empirical Wealth Management’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
Q2 | – | Sell |
-38,745
| Closed | -$757K | – | 542 |
|
|
2022
Q1 | $757K | Hold |
38,745
| – | – | 0.04% | 257 |
|
|
2021
Q4 | $671K | Sell |
38,745
-175,514
| -82% | -$3.04M | 0.03% | 287 |
|
|
2021
Q3 | $3.34M | Hold |
214,259
| – | – | 0.19% | 83 |
|
|
2021
Q2 | $3.71M | Buy |
214,259
+12
| +0% | +$208 | 0.22% | 74 |
|
|
2021
Q1 | $3.57M | Hold |
214,247
| – | – | 0.29% | 62 |
|
|
2020
Q4 | $3.41M | Sell |
214,247
-275,652
| -56% | -$4.39M | 0.26% | 60 |
|
|
2020
Q3 | $4.62M | Hold |
489,899
| – | – | 0.39% | 46 |
|
|
2020
Q2 | $5.6M | Buy |
+489,899
| New | +$5.6M | 0.52% | 37 |
|