Hennion & Walsh Asset Management’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 | – | Sell |
-26,038
| Closed | -$509K | – | 806 |
|
|
2022
Q1 | $509K | Buy |
26,038
+438
| +2% | +$8.56K | 0.03% | 511 |
|
|
2021
Q4 | $443K | Sell |
25,600
-11,095
| -30% | -$192K | 0.02% | 563 |
|
|
2021
Q3 | $572K | Sell |
36,695
-760
| -2% | -$11.8K | 0.03% | 481 |
|
|
2021
Q2 | $648K | Sell |
37,455
-7,654
| -17% | -$132K | 0.03% | 465 |
|
|
2021
Q1 | $751K | Buy |
+45,109
| New | +$751K | 0.05% | 418 |
|