Meeder Asset Management’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 |
-52
| Closed | -$1K | – | 2148 |
|
|
2022
Q3 | $1K | Buy |
52
+51
| +5,100% | +$981 | ﹤0.01% | 2055 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2496 |
|
|
2020
Q2 | – | Sell |
-140
| Closed | -$2K | – | 2583 |
|
|
2020
Q1 | $2K | Hold |
140
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q3 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 1905 |
|
|
2019
Q1 | – | Sell |
-780
| Closed | -$20K | – | 1912 |
|
|
2018
Q4 | $20K | Sell |
780
-287
| -27% | -$7.36K | ﹤0.01% | 1070 |
|
|
2018
Q3 | $43K | Sell |
1,067
-1,518
| -59% | -$61.2K | ﹤0.01% | 827 |
|
|
2018
Q2 | $95.6K | Buy |
2,585
+2,214
| +597% | +$81.9K | 0.01% | 633 |
|
|
2018
Q1 | $9K | Buy |
371
+79
| +27% | +$1.92K | ﹤0.01% | 1106 |
|
|
2017
Q4 | $6K | Buy |
+292
| New | +$6K | ﹤0.01% | 1281 |
|