Employees Retirement System of Texas’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
Q3 | – | Sell |
-124,000
| Closed | -$2.29M | – | 712 |
|
|
2022
Q2 | $2.29M | Hold |
124,000
| – | – | 0.03% | 463 |
|
|
2022
Q1 | $2.42M | Buy |
124,000
+62,000
| +100% | +$1.21M | 0.03% | 495 |
|
|
2021
Q4 | $1.07M | Hold |
62,000
| – | – | 0.01% | 632 |
|
|
2021
Q3 | $967K | Buy |
+62,000
| New | +$967K | 0.01% | 678 |
|
|
2019
Q3 | – | Sell |
-23,000
| Closed | -$699K | – | 1146 |
|
|
2019
Q2 | $699K | Buy |
+23,000
| New | +$699K | 0.01% | 898 |
|