MetLife Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,779
| Closed | -$532K | – | 2886 |
|
|
2023
Q3 | $532K | Hold |
20,779
| – | – | ﹤0.01% | 1596 |
|
|
2023
Q2 | $465K | Sell |
20,779
-4,422
| -18% | -$99K | ﹤0.01% | 1743 |
|
|
2023
Q1 | $663K | Hold |
25,201
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q4 | $643K | Sell |
25,201
-1,690
| -6% | -$43.1K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $520K | Hold |
26,891
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q2 | $496K | Hold |
26,891
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q1 | $526K | Buy |
26,891
+9,336
| +53% | +$183K | ﹤0.01% | 1740 |
|
|
2021
Q4 | $304K | Hold |
17,555
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q3 | $274K | Hold |
17,555
| – | – | ﹤0.01% | 1882 |
|
|
2021
Q2 | $304K | Buy |
17,555
+5,463
| +45% | +$94.6K | ﹤0.01% | 1876 |
|
|
2021
Q1 | $201K | Sell |
12,092
-8,246
| -41% | -$137K | ﹤0.01% | 2049 |
|
|
2020
Q4 | $324K | Hold |
20,338
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q3 | $192K | Hold |
20,338
| – | – | ﹤0.01% | 1891 |
|
|
2020
Q2 | $232K | Hold |
20,338
| – | – | ﹤0.01% | 1810 |
|
|
2020
Q1 | $245K | Hold |
20,338
| – | – | ﹤0.01% | 1583 |
|
|
2019
Q4 | $532K | Hold |
20,338
| – | – | 0.01% | 1433 |
|
|
2019
Q3 | $440K | Hold |
20,338
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q2 | $618K | Hold |
20,338
| – | – | 0.01% | 1360 |
|
|
2019
Q1 | $679K | Hold |
20,338
| – | – | 0.01% | 1274 |
|
|
2018
Q4 | $542K | Hold |
20,338
| – | – | 0.01% | 1319 |
|
|
2018
Q3 | $819K | Hold |
20,338
| – | – | 0.01% | 1231 |
|
|
2018
Q2 | $753K | Hold |
20,338
| – | – | 0.01% | 1167 |
|
|
2018
Q1 | $500K | Hold |
20,338
| – | – | 0.01% | 1365 |
|
|
2017
Q4 | $449K | Buy |
+20,338
| New | +$449K | 0.01% | 1460 |
|