LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,448
| Closed | -$373K | – | 4132 |
|
|
2020
Q4 | $373K | Sell |
23,448
-2,087
| -8% | -$33.2K | ﹤0.01% | 3014 |
|
|
2020
Q3 | $241K | Sell |
25,535
-3,612
| -12% | -$34.1K | ﹤0.01% | 3047 |
|
|
2020
Q2 | $333K | Buy |
29,147
+3,842
| +15% | +$43.9K | ﹤0.01% | 2737 |
|
|
2020
Q1 | $305K | Buy |
25,305
+2,092
| +9% | +$25.2K | ﹤0.01% | 2492 |
|
|
2019
Q4 | $607K | Buy |
23,213
+5,575
| +32% | +$146K | ﹤0.01% | 2205 |
|
|
2019
Q3 | $382K | Buy |
+17,638
| New | +$382K | ﹤0.01% | 2482 |
|
|
2018
Q4 | – | Sell |
-10,382
| Closed | -$418K | – | 3255 |
|
|
2018
Q3 | $418K | Buy |
+10,382
| New | +$418K | ﹤0.01% | 2375 |
|
|
2017
Q4 | – | Sell |
-14,271
| Closed | -$361K | – | 3062 |
|
|
2017
Q3 | $361K | Sell |
14,271
-5,608
| -28% | -$142K | ﹤0.01% | 2203 |
|
|
2017
Q2 | $421K | Sell |
19,879
-5,415
| -21% | -$115K | ﹤0.01% | 2001 |
|
|
2017
Q1 | $443K | Sell |
25,294
-2,510
| -9% | -$44K | ﹤0.01% | 1913 |
|
|
2016
Q4 | $410K | Sell |
27,804
-22,598
| -45% | -$333K | ﹤0.01% | 1911 |
|
|
2016
Q3 | $573K | Sell |
50,402
-3,186
| -6% | -$36.2K | 0.01% | 1589 |
|
|
2016
Q2 | $606K | Sell |
53,588
-24,724
| -32% | -$280K | 0.01% | 1511 |
|
|
2016
Q1 | $383K | Buy |
78,312
+2,020
| +3% | +$9.88K | ﹤0.01% | 2346 |
|
|
2015
Q4 | $736K | Buy |
+76,292
| New | +$736K | ﹤0.01% | 1927 |
|
|
2015
Q3 | – | Sell |
-36,434
| Closed | -$569K | – | 2918 |
|
|
2015
Q2 | $569K | Buy |
+36,434
| New | +$569K | ﹤0.01% | 1800 |
|
|
2014
Q4 | – | Sell |
-11,755
| Closed | -$178K | – | 2811 |
|
|
2014
Q3 | $178K | Sell |
11,755
-4,844
| -29% | -$73.4K | ﹤0.01% | 2503 |
|
|
2014
Q2 | $313K | Sell |
16,599
-25,020
| -60% | -$472K | ﹤0.01% | 2172 |
|
|
2014
Q1 | $819K | Buy |
41,619
+32,794
| +372% | +$645K | 0.01% | 1391 |
|
|
2013
Q4 | $257K | Buy |
+8,825
| New | +$257K | ﹤0.01% | 2232 |
|