Grantham, Mayo, Van Otterloo & Co (GMO)’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 |
-58,000
| Closed | -$1.07M | – | 808 |
|
|
2022
Q2 | $1.07M | Sell |
58,000
-27,500
| -32% | -$508K | 0.01% | 511 |
|
|
2022
Q1 | $1.67M | Buy |
85,500
+16,500
| +24% | +$323K | 0.01% | 465 |
|
|
2021
Q4 | $1.2M | Buy |
+69,000
| New | +$1.2M | 0.01% | 523 |
|
|
2019
Q1 | – | Sell |
-7,900
| Closed | -$210K | – | 748 |
|
|
2018
Q4 | $210K | Hold |
7,900
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $318K | Sell |
7,900
-7,200
| -48% | -$290K | ﹤0.01% | 472 |
|
|
2018
Q2 | $559K | Sell |
15,100
-18,100
| -55% | -$670K | ﹤0.01% | 443 |
|
|
2018
Q1 | $817K | Sell |
33,200
-7,700
| -19% | -$189K | 0.01% | 380 |
|
|
2017
Q4 | $904K | Sell |
40,900
-22,100
| -35% | -$488K | 0.01% | 353 |
|
|
2017
Q3 | $1.59M | Buy |
63,000
+46,800
| +289% | +$1.18M | 0.01% | 328 |
|
|
2017
Q2 | $343K | Buy |
+16,200
| New | +$343K | ﹤0.01% | 425 |
|