Man 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,367
| Closed | -$210K | – | 2159 |
|
|
2023
Q2 | $210K | Buy |
+9,367
| New | +$210K | ﹤0.01% | 1769 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1425 |
|
|
2021
Q3 | – | Sell |
-10,870
| Closed | -$188K | – | 2025 |
|
|
2021
Q2 | $188K | Buy |
+10,870
| New | +$188K | ﹤0.01% | 1799 |
|
|
2020
Q4 | – | Sell |
-12,627
| Closed | -$119K | – | 1958 |
|
|
2020
Q3 | $119K | Buy |
+12,627
| New | +$119K | ﹤0.01% | 1731 |
|
|
2020
Q2 | – | Sell |
-10,493
| Closed | -$127K | – | 1828 |
|
|
2020
Q1 | $127K | Buy |
+10,493
| New | +$127K | ﹤0.01% | 1490 |
|
|
2018
Q4 | – | Sell |
-38,880
| Closed | -$1.57M | – | 2151 |
|
|
2018
Q3 | $1.57M | Sell |
38,880
-319,474
| -89% | -$12.9M | 0.01% | 1491 |
|
|
2018
Q2 | $13.3M | Sell |
358,354
-132,613
| -27% | -$4.91M | 0.05% | 427 |
|
|
2018
Q1 | $12.1M | Buy |
+490,967
| New | +$12.1M | 0.06% | 391 |
|