Everence Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,340
| Closed | -$392 | – | 821 |
|
|
2023
Q3 | $392 | Hold |
15,340
| – | – | 0.03% | 462 |
|
|
2023
Q2 | $325K | Hold |
15,340
| – | – | 0.03% | 496 |
|
|
2023
Q1 | $404 | Hold |
15,340
| – | – | 0.03% | 430 |
|
|
2022
Q4 | $392 | Hold |
15,340
| – | – | 0.03% | 448 |
|
|
2022
Q3 | $297K | Hold |
15,340
| – | – | 0.03% | 518 |
|
|
2022
Q2 | $283K | Hold |
15,340
| – | – | 0.03% | 540 |
|
|
2022
Q1 | $300K | Hold |
15,340
| – | – | 0.02% | 564 |
|
|
2021
Q4 | $266K | Hold |
15,340
| – | – | 0.02% | 629 |
|
|
2021
Q3 | $239K | Hold |
15,340
| – | – | 0.02% | 633 |
|
|
2021
Q2 | $266K | Buy |
+15,340
| New | +$266K | 0.02% | 603 |
|
|
2021
Q1 | – | Sell |
-13,850
| Closed | -$220K | – | 743 |
|
|
2020
Q4 | $220K | Hold |
13,850
| – | – | 0.02% | 621 |
|
|
2020
Q3 | $130K | Buy |
+13,850
| New | +$130K | 0.01% | 645 |
|
|
2019
Q2 | – | Sell |
-6,450
| Closed | -$215K | – | 669 |
|
|
2019
Q1 | $215K | Buy |
+6,450
| New | +$215K | 0.04% | 524 |
|