HSBC Holdings’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
Q1 | – | Sell |
-12,642
| Closed | -$324K | – | 2608 |
|
|
2022
Q4 | $324K | Buy |
+12,642
| New | +$324K | ﹤0.01% | 2044 |
|
|
2022
Q3 | – | Sell |
-13,234
| Closed | -$246K | – | 2839 |
|
|
2022
Q2 | $246K | Sell |
13,234
-1,920
| -13% | -$35.7K | ﹤0.01% | 2343 |
|
|
2022
Q1 | $302K | Buy |
+15,154
| New | +$302K | ﹤0.01% | 2385 |
|
|
2019
Q4 | – | Sell |
-12,524
| Closed | -$271K | – | 2563 |
|
|
2019
Q3 | $271K | Buy |
+12,524
| New | +$271K | ﹤0.01% | 2106 |
|
|
2018
Q3 | – | Sell |
-98,079
| Closed | -$3.63M | – | 2021 |
|
|
2018
Q2 | $3.63M | Buy |
+98,079
| New | +$3.63M | 0.01% | 923 |
|