Macquarie 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,488
| Closed | -$98K | – | 2464 |
|
|
2022
Q3 | $98K | Sell |
4,488
-562
| -11% | -$12.3K | ﹤0.01% | 1762 |
|
|
2022
Q2 | $93K | Hold |
5,050
| – | – | ﹤0.01% | 1885 |
|
|
2022
Q1 | $99 | Hold |
5,050
| – | – | ﹤0.01% | 1950 |
|
|
2021
Q4 | $87K | Hold |
5,050
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q3 | $79K | Hold |
5,050
| – | – | ﹤0.01% | 2058 |
|
|
2021
Q2 | $87K | Buy |
5,050
+4,488
| +799% | +$77.3K | ﹤0.01% | 2008 |
|
|
2021
Q1 | $9K | Sell |
562
-267
| -32% | -$4.28K | ﹤0.01% | 2408 |
|
|
2020
Q4 | $13K | Hold |
829
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q3 | $8K | Hold |
829
| – | – | ﹤0.01% | 2308 |
|
|
2020
Q2 | $9K | Buy |
+829
| New | +$9K | ﹤0.01% | 2302 |
|
|
2018
Q2 | – | Sell |
-4,765
| Closed | -$117K | – | 2294 |
|
|
2018
Q1 | $117K | Sell |
4,765
-7,600
| -61% | -$187K | ﹤0.01% | 1843 |
|
|
2017
Q4 | $273K | Sell |
12,365
-13,000
| -51% | -$287K | ﹤0.01% | 1647 |
|
|
2017
Q3 | $642K | Buy |
+25,365
| New | +$642K | ﹤0.01% | 1353 |
|
|
2016
Q2 | – | Sell |
-70,300
| Closed | -$363K | – | 1652 |
|
|
2016
Q1 | $363K | Buy |
+70,300
| New | +$363K | ﹤0.01% | 1280 |
|