Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,336
| Closed | -$21K | – | 1924 |
|
|
2020
Q4 | $21K | Buy |
1,336
+106
| +9% | +$1.67K | ﹤0.01% | 1026 |
|
|
2020
Q3 | $12K | Hold |
1,230
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q2 | $14K | Buy |
1,230
+214
| +21% | +$2.44K | ﹤0.01% | 1025 |
|
|
2020
Q1 | $12K | Buy |
1,016
+24
| +2% | +$283 | ﹤0.01% | 994 |
|
|
2019
Q4 | $26K | Buy |
992
+154
| +18% | +$4.04K | ﹤0.01% | 859 |
|
|
2019
Q3 | $18K | Buy |
+838
| New | +$18K | ﹤0.01% | 943 |
|