Lindbrook Capital’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 |
-98
| Closed | -$2.51K | – | 2867 |
|
|
2023
Q3 | $2.51K | Hold |
98
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q2 | $2.19K | Hold |
98
| – | – | ﹤0.01% | 2119 |
|
|
2023
Q1 | $2.58K | Sell |
98
-30
| -23% | -$789 | ﹤0.01% | 2134 |
|
|
2022
Q4 | $3.27K | Sell |
128
-20
| -14% | -$511 | ﹤0.01% | 2014 |
|
|
2022
Q3 | $3K | Buy |
148
+20
| +16% | +$405 | ﹤0.01% | 1958 |
|
|
2022
Q2 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 2098 |
|