Jacobs Levy Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $17.4M | Buy |
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|
2023
Q1 | $19.5M | Buy |
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|
2022
Q4 | $13.7M | Sell |
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|
2022
Q3 | $10.6M | Sell |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $8.79M | Sell |
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|
2021
Q3 | $8.41M | Sell |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $4.02M | Buy |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.29M | Buy |
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|
2016
Q1 | $636K | Buy |
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