First Citizens Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,126
| Closed | -$187K | – | 405 |
|
|
2022
Q2 | $187K | Sell |
10,126
-779
| -7% | -$14.4K | 0.01% | 383 |
|
|
2022
Q1 | $214K | Sell |
10,905
-54
| -0.5% | -$1.06K | 0.01% | 398 |
|
|
2021
Q4 | $189K | Sell |
10,959
-1,221
| -10% | -$21.1K | 0.01% | 422 |
|
|
2021
Q3 | $190K | Sell |
12,180
-333
| -3% | -$5.2K | 0.01% | 407 |
|
|
2021
Q2 | $217K | Buy |
12,513
+736
| +6% | +$12.8K | 0.01% | 391 |
|
|
2021
Q1 | $196K | Sell |
11,777
-4,306
| -27% | -$71.7K | 0.01% | 387 |
|
|
2020
Q4 | $256K | Sell |
16,083
-1,063
| -6% | -$16.9K | 0.01% | 307 |
|
|
2020
Q3 | $162K | Buy |
+17,146
| New | +$162K | 0.01% | 357 |
|