KBC Group’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 |
-1,644
| Closed | -$42K | – | 1922 |
|
|
2023
Q3 | $42K | Sell |
1,644
-1,692
| -51% | -$43.2K | ﹤0.01% | 1597 |
|
|
2023
Q2 | $75K | Hold |
3,336
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q1 | $88K | Sell |
3,336
-677
| -17% | -$17.9K | ﹤0.01% | 1249 |
|
|
2022
Q4 | $102K | Hold |
4,013
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $78K | Hold |
4,013
| – | – | ﹤0.01% | 1282 |
|
|
2022
Q2 | $74K | Buy |
+4,013
| New | +$74K | ﹤0.01% | 1332 |
|
|
2018
Q1 | – | Sell |
-60,522
| Closed | -$1.34M | – | 1322 |
|
|
2017
Q4 | $1.34M | Sell |
60,522
-41,547
| -41% | -$919K | 0.01% | 711 |
|
|
2017
Q3 | $2.58M | Buy |
102,069
+21,126
| +26% | +$534K | 0.02% | 542 |
|
|
2017
Q2 | $1.72M | Buy |
+80,943
| New | +$1.72M | 0.02% | 629 |
|
|
2015
Q4 | – | Sell |
-10,012
| Closed | -$138K | – | 1341 |
|
|
2015
Q3 | $138K | Sell |
10,012
-9,223
| -48% | -$127K | ﹤0.01% | 1070 |
|
|
2015
Q2 | $311K | Buy |
+19,235
| New | +$311K | ﹤0.01% | 1021 |
|
|
2014
Q4 | – | Sell |
-7,183
| Closed | -$109K | – | 1487 |
|
|
2014
Q3 | $109K | Hold |
7,183
| – | – | ﹤0.01% | 1126 |
|
|
2014
Q2 | $136K | Sell |
7,183
-2,207
| -24% | -$41.8K | ﹤0.01% | 1133 |
|
|
2014
Q1 | $185K | Buy |
9,390
+6,176
| +192% | +$122K | ﹤0.01% | 1002 |
|
|
2013
Q4 | $94K | Buy |
+3,214
| New | +$94K | ﹤0.01% | 1156 |
|