HAP Trading’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
Q2 | – | Hold |
0
| – | – | – | 1440 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1604 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1581 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1511 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1432 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1412 |
|
|
2017
Q1 | – | Sell |
-248,228
| Closed | -$3.66M | – | 667 |
|
|
2016
Q4 | $3.66M | Buy |
248,228
+150,003
| +153% | +$2.21M | 0.18% | 71 |
|
|
2016
Q3 | $1.1M | Buy |
98,225
+13,662
| +16% | +$153K | 0.04% | 159 |
|
|
2016
Q2 | $876K | Buy |
+84,563
| New | +$876K | 0.05% | 132 |
|
|
2016
Q1 | – | Sell |
-33,116
| Closed | -$325K | – | 599 |
|
|
2015
Q4 | $325K | Buy |
+33,116
| New | +$325K | 0.02% | 253 |
|