Mirae Asset Global Investments’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 |
-90,243
| Closed | -$2.31M | – | 2636 |
|
|
2023
Q3 | $2.31M | Sell |
90,243
-297
| -0.3% | -$7.6K | 0.01% | 1119 |
|
|
2023
Q2 | $2.03M | Sell |
90,540
-15,229
| -14% | -$341K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $2.78M | Sell |
105,769
-13,787
| -12% | -$363K | 0.01% | 1047 |
|
|
2022
Q4 | $3.05M | Sell |
119,556
-13,546
| -10% | -$346K | 0.01% | 969 |
|
|
2022
Q3 | $2.58M | Sell |
133,102
-95,896
| -42% | -$1.86M | 0.01% | 1033 |
|
|
2022
Q2 | $4.23M | Buy |
228,998
+3,124
| +1% | +$57.7K | 0.01% | 895 |
|
|
2022
Q1 | $4.42M | Sell |
225,874
-43,380
| -16% | -$848K | 0.01% | 918 |
|
|
2021
Q4 | $4.66M | Buy |
269,254
+10,194
| +4% | +$177K | 0.01% | 902 |
|
|
2021
Q3 | $4.04M | Sell |
259,060
-16,657
| -6% | -$260K | 0.01% | 916 |
|
|
2021
Q2 | $4.77M | Buy |
275,717
+25,394
| +10% | +$440K | 0.01% | 831 |
|
|
2021
Q1 | $4.17M | Buy |
250,323
+19,647
| +9% | +$327K | 0.01% | 771 |
|
|
2020
Q4 | $3.67M | Buy |
230,676
+30,956
| +15% | +$493K | 0.01% | 736 |
|
|
2020
Q3 | $1.88M | Buy |
199,720
+32,133
| +19% | +$303K | 0.01% | 799 |
|
|
2020
Q2 | $1.91M | Buy |
167,587
+22,728
| +16% | +$260K | 0.01% | 717 |
|
|
2020
Q1 | $1.75M | Sell |
144,859
-5,894
| -4% | -$71K | 0.01% | 677 |
|
|
2019
Q4 | $3.94M | Buy |
150,753
+8,790
| +6% | +$230K | 0.02% | 569 |
|
|
2019
Q3 | $3.07M | Sell |
141,963
-10,318
| -7% | -$223K | 0.02% | 595 |
|
|
2019
Q2 | $4.63M | Buy |
152,281
+26,855
| +21% | +$816K | 0.03% | 474 |
|
|
2019
Q1 | $4.19M | Sell |
125,426
-5,032
| -4% | -$168K | 0.03% | 453 |
|
|
2018
Q4 | $3.48M | Sell |
130,458
-25,654
| -16% | -$683K | 0.03% | 459 |
|
|
2018
Q3 | $6.28M | Buy |
+156,112
| New | +$6.28M | 0.05% | 364 |
|