IndexIQ Advisors’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
Q1 | $402K | Sell |
20,569
-4,810
| -19% | -$94K | 0.01% | 660 |
|
|
2021
Q4 | $440K | Sell |
25,379
-1,640
| -6% | -$28.4K | 0.01% | 695 |
|
|
2021
Q3 | $421K | Buy |
27,019
+2,706
| +11% | +$42.2K | 0.01% | 761 |
|
|
2021
Q2 | $421K | Sell |
24,313
-250
| -1% | -$4.33K | 0.01% | 629 |
|
|
2021
Q1 | $409K | Buy |
24,563
+7,182
| +41% | +$120K | 0.01% | 532 |
|
|
2020
Q4 | $277K | Buy |
17,381
+1,794
| +12% | +$28.6K | 0.01% | 735 |
|
|
2020
Q3 | $147K | Buy |
15,587
+847
| +6% | +$7.99K | 0.01% | 849 |
|
|
2020
Q2 | $168K | Buy |
+14,740
| New | +$168K | 0.01% | 747 |
|
|
2018
Q1 | – | Sell |
-81,439
| Closed | -$1.8M | – | 692 |
|
|
2017
Q4 | $1.8M | Buy |
81,439
+31,341
| +63% | +$693K | 0.07% | 172 |
|
|
2017
Q3 | $1.27M | Buy |
50,098
+22,722
| +83% | +$575K | 0.05% | 161 |
|
|
2017
Q2 | $580K | Buy |
+27,376
| New | +$580K | 0.03% | 216 |
|