Federation des caisses Desjardins du Quebec’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 |
-200
| Closed | -$5.12K | – | 2486 |
|
|
2023
Q3 | $5.12K | Hold |
200
| – | – | ﹤0.01% | 1912 |
|
|
2023
Q2 | $4.48K | Hold |
200
| – | – | ﹤0.01% | 1938 |
|
|
2023
Q1 | $5.26K | Hold |
200
| – | – | ﹤0.01% | 1898 |
|
|
2022
Q4 | $5.11K | Hold |
200
| – | – | ﹤0.01% | 2028 |
|
|
2022
Q3 | $3.87K | Hold |
200
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q2 | $3.69K | Hold |
200
| – | – | ﹤0.01% | 2200 |
|
|
2022
Q1 | $3.91K | Sell |
200
-70
| -26% | -$1.37K | ﹤0.01% | 2251 |
|
|
2021
Q4 | $4.68K | Hold |
270
| – | – | ﹤0.01% | 2215 |
|
|
2021
Q3 | $4.21K | Hold |
270
| – | – | ﹤0.01% | 2288 |
|
|
2021
Q2 | $4.67K | Hold |
270
| – | – | ﹤0.01% | 2260 |
|
|
2021
Q1 | $4.49K | Hold |
270
| – | – | ﹤0.01% | 2216 |
|
|
2020
Q4 | $4.3K | Hold |
270
| – | – | ﹤0.01% | 2112 |
|
|
2020
Q3 | $2.54K | Hold |
270
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q2 | $3.08K | Hold |
270
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q1 | $3.25K | Sell |
270
-5,471
| -95% | -$65.9K | ﹤0.01% | 1910 |
|
|
2019
Q4 | $150K | Sell |
5,741
-729
| -11% | -$19K | ﹤0.01% | 1177 |
|
|
2019
Q3 | $140K | Sell |
6,470
-647
| -9% | -$14K | ﹤0.01% | 1190 |
|
|
2019
Q2 | $216K | Buy |
7,117
+6,804
| +2,174% | +$207K | ﹤0.01% | 1074 |
|
|
2019
Q1 | $10.4K | Hold |
313
| – | – | ﹤0.01% | 1658 |
|
|
2018
Q4 | $8.34K | Hold |
313
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q3 | $12.6K | Hold |
313
| – | – | ﹤0.01% | 1674 |
|
|
2018
Q2 | $11.6K | Hold |
313
| – | – | ﹤0.01% | 1714 |
|
|
2018
Q1 | $7.7K | Hold |
313
| – | – | ﹤0.01% | 1774 |
|
|
2017
Q4 | $6.92K | Hold |
313
| – | – | ﹤0.01% | 1799 |
|
|
2017
Q3 | $7.92K | Hold |
313
| – | – | ﹤0.01% | 1734 |
|
|
2017
Q2 | $6.64K | Hold |
313
| – | – | ﹤0.01% | 1831 |
|
|
2017
Q1 | $5.42K | Buy |
+313
| New | +$5.42K | ﹤0.01% | 1547 |
|