IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 402 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 350 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 417 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 415 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 432 |
|