Fifth Third Bancorp’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 |
-207
| Closed | -$5.3K | – | 2691 |
|
|
2023
Q3 | $5.3K | Buy |
207
+101
| +95% | +$2.58K | ﹤0.01% | 2155 |
|
|
2023
Q2 | $2.37K | Hold |
106
| – | – | ﹤0.01% | 2400 |
|
|
2023
Q1 | $2.79K | Hold |
106
| – | – | ﹤0.01% | 2492 |
|
|
2022
Q4 | $2.71K | Hold |
106
| – | – | ﹤0.01% | 2371 |
|
|
2022
Q3 | $2K | Hold |
106
| – | – | ﹤0.01% | 2494 |
|
|
2022
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 2573 |
|
|
2021
Q4 | $2K | Buy |
+106
| New | +$2K | ﹤0.01% | 2588 |
|
|
2021
Q3 | – | Sell |
-402
| Closed | -$7K | – | 2779 |
|
|
2021
Q2 | $7K | Buy |
+402
| New | +$7K | ﹤0.01% | 2145 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$2K | – | 2512 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q3 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 2244 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$1K | – | 2729 |
|
|
2015
Q4 | $1K | Buy |
115
+2
| +2% | +$17 | ﹤0.01% | 2661 |
|
|
2015
Q3 | $2K | Buy |
113
+39
| +53% | +$690 | ﹤0.01% | 2656 |
|
|
2015
Q2 | $1K | Buy |
74
+1
| +1% | +$14 | ﹤0.01% | 2785 |
|
|
2015
Q1 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 2688 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$2K | – | 2250 |
|
|
2013
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2137 |
|