AVTA
Envestnet Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,607
| Closed | -$125K | – | 4120 |
|
|
2023
Q1 | $125K | Buy |
+16,607
| New | +$125K | ﹤0.01% | 3760 |
|
|
2022
Q3 | – | Sell |
-10,157
| Closed | -$187K | – | 4074 |
|
|
2022
Q2 | $187K | Sell |
10,157
-1,061
| -9% | -$19.5K | ﹤0.01% | 3623 |
|
|
2022
Q1 | $219K | Buy |
11,218
+204
| +2% | +$3.98K | ﹤0.01% | 3639 |
|
|
2021
Q4 | $191K | Sell |
11,014
-1,179
| -10% | -$20.4K | ﹤0.01% | 3670 |
|
|
2021
Q3 | $190K | Sell |
12,193
-197
| -2% | -$3.07K | ﹤0.01% | 3514 |
|
|
2021
Q2 | $214K | Buy |
12,390
+888
| +8% | +$15.3K | ﹤0.01% | 3459 |
|
|
2021
Q1 | $191K | Sell |
11,502
-4,184
| -27% | -$69.5K | ﹤0.01% | 3355 |
|
|
2020
Q4 | $250K | Sell |
15,686
-1,386
| -8% | -$22.1K | ﹤0.01% | 3015 |
|
|
2020
Q3 | $161K | Buy |
+17,072
| New | +$161K | ﹤0.01% | 2958 |
|
|
2019
Q3 | – | Sell |
-20,810
| Closed | -$632K | – | 3179 |
|
|
2019
Q2 | $632K | Sell |
20,810
-1,824
| -8% | -$55.4K | ﹤0.01% | 2247 |
|
|
2019
Q1 | $756K | Sell |
22,634
-3,537
| -14% | -$118K | ﹤0.01% | 2067 |
|
|
2018
Q4 | $697K | Buy |
+26,171
| New | +$697K | ﹤0.01% | 1948 |
|
|
2018
Q3 | – | Sell |
-198
| Closed | -$6K | – | 2763 |
|
|
2018
Q2 | $6K | Sell |
198
-37
| -16% | -$1.12K | ﹤0.01% | 2629 |
|
|
2018
Q1 | $6K | Sell |
235
-55
| -19% | -$1.4K | ﹤0.01% | 2589 |
|
|
2017
Q4 | $6K | Buy |
+290
| New | +$6K | ﹤0.01% | 2725 |
|
|
2014
Q3 | – | Sell |
-230
| Closed | -$4K | – | 2896 |
|
|
2014
Q2 | $4K | Buy |
230
+28
| +14% | +$487 | ﹤0.01% | 2381 |
|
|
2014
Q1 | $4K | Sell |
202
-30
| -13% | -$594 | ﹤0.01% | 2167 |
|
|
2013
Q4 | $7K | Hold |
232
| – | – | ﹤0.01% | 1896 |
|
|
2013
Q3 | $5K | Sell |
232
-43
| -16% | -$927 | ﹤0.01% | 1942 |
|
|
2013
Q2 | $5K | Buy |
+275
| New | +$5K | ﹤0.01% | 1894 |
|