M&T Bank’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 |
-16,770
| Closed | -$266K | – | 1658 |
|
|
2020
Q4 | $266K | Sell |
16,770
-14,764
| -47% | -$234K | ﹤0.01% | 1388 |
|
|
2020
Q3 | $296K | Buy |
31,534
+2,468
| +8% | +$23.2K | ﹤0.01% | 1241 |
|
|
2020
Q2 | $333K | Buy |
29,066
+4,584
| +19% | +$52.5K | ﹤0.01% | 1137 |
|
|
2020
Q1 | $295K | Buy |
24,482
+8,637
| +55% | +$104K | ﹤0.01% | 1135 |
|
|
2019
Q4 | $413K | Buy |
15,845
+5,190
| +49% | +$135K | ﹤0.01% | 936 |
|
|
2019
Q3 | $231K | Buy |
+10,655
| New | +$231K | ﹤0.01% | 1345 |
|