HRT Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56,143
| Closed | -$1.44M | – | 3086 |
|
|
2023
Q3 | $1.44M | Sell |
56,143
-4,236
| -7% | -$108K | 0.01% | 718 |
|
|
2023
Q2 | $1.35M | Buy |
60,379
+13,725
| +29% | +$307K | 0.01% | 723 |
|
|
2023
Q1 | $1.23M | Sell |
46,654
-7,260
| -13% | -$191K | 0.02% | 796 |
|
|
2022
Q4 | $1.38M | Buy |
+53,914
| New | +$1.38M | 0.02% | 714 |
|
|
2022
Q2 | – | Sell |
-18,464
| Closed | -$360K | – | 3739 |
|
|
2022
Q1 | $360K | Sell |
18,464
-15,861
| -46% | -$309K | ﹤0.01% | 1900 |
|
|
2021
Q4 | $594K | Buy |
34,325
+16,507
| +93% | +$286K | ﹤0.01% | 1434 |
|
|
2021
Q3 | $277K | Buy |
17,818
+1,699
| +11% | +$26.4K | ﹤0.01% | 2224 |
|
|
2021
Q2 | $279K | Buy |
+16,119
| New | +$279K | ﹤0.01% | 2097 |
|
|
2020
Q4 | – | Sell |
-31,033
| Closed | -$292K | – | 2555 |
|
|
2020
Q3 | $292K | Sell |
31,033
-5,193
| -14% | -$48.9K | 0.01% | 1081 |
|
|
2020
Q2 | $413K | Buy |
+36,226
| New | +$413K | 0.01% | 763 |
|
|
2019
Q4 | – | Sell |
-261,589
| Closed | -$5.66M | – | 1673 |
|
|
2019
Q3 | $5.66M | Buy |
261,589
+251,099
| +2,394% | +$5.43M | 0.27% | 42 |
|
|
2019
Q2 | $318K | Buy |
+10,490
| New | +$318K | 0.02% | 506 |
|