Janney Montgomery Scott’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
Q4 | – | Sell |
-17,382
| Closed | -$445K | – | 2794 |
|
|
2023
Q3 | $445K | Buy |
17,382
+1,029
| +6% | +$26.3K | ﹤0.01% | 1852 |
|
|
2023
Q2 | $366K | Buy |
+16,353
| New | +$366K | ﹤0.01% | 2092 |
|
|
2016
Q4 | – | Sell |
-15,046
| Closed | -$169K | – | 1730 |
|
|
2016
Q3 | $169K | Buy |
+15,046
| New | +$169K | ﹤0.01% | 1425 |
|
|
2016
Q2 | – | Sell |
-17,038
| Closed | -$88K | – | 1214 |
|
|
2016
Q1 | $88K | Sell |
17,038
-3,727
| -18% | -$19.3K | ﹤0.01% | 1224 |
|
|
2015
Q4 | $203K | Sell |
20,765
-7,937
| -28% | -$77.6K | 0.01% | 1232 |
|
|
2015
Q3 | $395K | Sell |
28,702
-1,007
| -3% | -$13.9K | 0.01% | 942 |
|
|
2015
Q2 | $480K | Buy |
29,709
+3,699
| +14% | +$59.7K | 0.01% | 1207 |
|
|
2015
Q1 | $355K | Buy |
26,010
+11,607
| +81% | +$158K | 0.01% | 1628 |
|
|
2014
Q4 | $199K | Buy |
14,403
+3,221
| +29% | +$44.6K | ﹤0.01% | 2018 |
|
|
2014
Q3 | $170K | Buy |
+11,182
| New | +$170K | ﹤0.01% | 2038 |
|