Landscape Capital Management’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
Q4 | – | Sell |
-16,193
| Closed | -$313K | – | 1004 |
|
|
2022
Q3 | $313K | Buy |
+16,193
| New | +$313K | 0.04% | 443 |
|
|
2020
Q1 | – | Sell |
-94,069
| Closed | -$2.46M | – | 884 |
|
|
2019
Q4 | $2.46M | Buy |
94,069
+11,561
| +14% | +$302K | 0.18% | 146 |
|
|
2019
Q3 | $1.79M | Buy |
+82,508
| New | +$1.79M | 0.13% | 179 |
|
|
2018
Q1 | – | Sell |
-9,313
| Closed | -$206K | – | 718 |
|
|
2017
Q4 | $206K | Buy |
+9,313
| New | +$206K | 0.02% | 551 |
|
|
2015
Q3 | – | Sell |
-28,700
| Closed | -$464K | – | 774 |
|
|
2015
Q2 | $464K | Buy |
28,700
+4,535
| +19% | +$73.3K | 0.08% | 382 |
|
|
2015
Q1 | $330K | Buy |
24,165
+4,465
| +23% | +$61K | 0.09% | 326 |
|
|
2014
Q4 | $273K | Buy |
+19,700
| New | +$273K | 0.13% | 298 |
|