Metropolitan Life Insurance Company (MetLife)’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 |
-2,439
| Closed | -$62.4K | – | 2410 |
|
|
2023
Q3 | $62.4K | Buy |
2,439
+286
| +13% | +$7.32K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $48.2K | Sell |
2,153
-557
| -21% | -$12.5K | ﹤0.01% | 1439 |
|
|
2023
Q1 | $71.3K | Sell |
2,710
-371
| -12% | -$9.77K | ﹤0.01% | 1182 |
|
|
2022
Q4 | $78.7K | Hold |
3,081
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q3 | $59.6K | Hold |
3,081
| – | – | ﹤0.01% | 1338 |
|
|
2022
Q2 | $56.9K | Hold |
3,081
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q1 | $60.2K | Sell |
3,081
-9,580
| -76% | -$187K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $219K | Sell |
12,661
-391
| -3% | -$6.77K | ﹤0.01% | 1967 |
|
|
2021
Q3 | $203K | Buy |
13,052
+2,475
| +23% | +$38.6K | ﹤0.01% | 2055 |
|
|
2021
Q2 | $183K | Sell |
10,577
-2,331
| -18% | -$40.4K | ﹤0.01% | 2211 |
|
|
2021
Q1 | $215K | Sell |
12,908
-1,360
| -10% | -$22.6K | ﹤0.01% | 1975 |
|
|
2020
Q4 | $227K | Buy |
14,268
+4,653
| +48% | +$74K | ﹤0.01% | 1848 |
|
|
2020
Q3 | $90.6K | Sell |
9,615
-5,104
| -35% | -$48.1K | ﹤0.01% | 2272 |
|
|
2020
Q2 | $168K | Buy |
14,719
+1,899
| +15% | +$21.7K | ﹤0.01% | 1922 |
|
|
2020
Q1 | $154K | Sell |
12,820
-3,126
| -20% | -$37.7K | ﹤0.01% | 1749 |
|
|
2019
Q4 | $417K | Sell |
15,946
-570
| -3% | -$14.9K | 0.01% | 1443 |
|
|
2019
Q3 | $357K | Buy |
16,516
+1,847
| +13% | +$40K | 0.01% | 1506 |
|
|
2019
Q2 | $445K | Hold |
14,669
| – | – | 0.01% | 1378 |
|
|
2019
Q1 | $490K | Hold |
14,669
| – | – | 0.01% | 1314 |
|
|
2018
Q4 | $391K | Hold |
14,669
| – | – | 0.01% | 1356 |
|
|
2018
Q3 | $590K | Hold |
14,669
| – | – | 0.01% | 1243 |
|
|
2018
Q2 | $543K | Buy |
14,669
+11,811
| +413% | +$437K | 0.01% | 1261 |
|
|
2018
Q1 | $70.3K | Sell |
2,858
-11,273
| -80% | -$277K | ﹤0.01% | 2415 |
|
|
2017
Q4 | $312K | Sell |
14,131
-15,076
| -52% | -$333K | ﹤0.01% | 1594 |
|
|
2017
Q3 | $739K | Hold |
29,207
| – | – | ﹤0.01% | 1434 |
|
|
2017
Q2 | $619K | Hold |
29,207
| – | – | ﹤0.01% | 1536 |
|
|
2017
Q1 | $505K | Hold |
29,207
| – | – | ﹤0.01% | 1649 |
|
|
2016
Q4 | $431K | Buy |
29,207
+1,145
| +4% | +$16.9K | ﹤0.01% | 1842 |
|
|
2016
Q3 | $314K | Sell |
28,062
-2,609
| -9% | -$29.2K | ﹤0.01% | 2033 |
|
|
2016
Q2 | $318K | Hold |
30,671
| – | – | ﹤0.01% | 1992 |
|
|
2016
Q1 | $158K | Hold |
30,671
| – | – | ﹤0.01% | 2312 |
|
|
2015
Q4 | $301K | Hold |
30,671
| – | – | ﹤0.01% | 1963 |
|
|
2015
Q3 | $422K | Hold |
30,671
| – | – | ﹤0.01% | 1749 |
|
|
2015
Q2 | $495K | Sell |
30,671
-2,149
| -7% | -$34.7K | ﹤0.01% | 1751 |
|
|
2015
Q1 | $448K | Hold |
32,820
| – | – | ﹤0.01% | 1621 |
|
|
2014
Q4 | $455K | Hold |
32,820
| – | – | ﹤0.01% | 1824 |
|
|
2014
Q3 | $500K | Hold |
32,820
| – | – | ﹤0.01% | 1721 |
|
|
2014
Q2 | $619K | Hold |
32,820
| – | – | ﹤0.01% | 1681 |
|
|
2014
Q1 | $646K | Hold |
32,820
| – | – | ﹤0.01% | 1623 |
|
|
2013
Q4 | $957K | Hold |
32,820
| – | – | 0.01% | 1357 |
|
|
2013
Q3 | $754K | Hold |
32,820
| – | – | 0.01% | 1476 |
|
|
2013
Q2 | $608K | Buy |
+32,820
| New | +$608K | ﹤0.01% | 1570 |
|