Ensign Peak Advisors’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
Q3
Sell
-23,758
Closed -$532K 1777
2023
Q2
$532K Hold
23,758
﹤0.01% 1620
2023
Q1
$625K Hold
23,758
﹤0.01% 1566
2022
Q4
$607K Sell
23,758
-11,150
-32% -$285K ﹤0.01% 1551
2022
Q3
$675K Hold
34,908
﹤0.01% 1297
2022
Q2
$644K Hold
34,908
﹤0.01% 1332
2022
Q1
$682K Hold
34,908
﹤0.01% 1419
2021
Q4
$605K Sell
34,908
-10,430
-23% -$181K ﹤0.01% 1550
2021
Q3
$707K Hold
45,338
﹤0.01% 1541
2021
Q2
$785K Hold
45,338
﹤0.01% 1497
2021
Q1
$754K Hold
45,338
﹤0.01% 1507
2020
Q4
$721K Hold
45,338
﹤0.01% 1513
2020
Q3
$427K Hold
45,338
﹤0.01% 1568
2020
Q2
$518K Hold
45,338
﹤0.01% 1458
2020
Q1
$546K Hold
45,338
﹤0.01% 1371
2019
Q4
$1.19M Buy
+45,338
New +$1.19M ﹤0.01% 1271