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 |
|