IndexIQ Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $168K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.8M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $580K | Buy |
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