Mutual of America Capital 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
Q2 | – | Sell |
-8,199
| Closed | -$216K | – | 1501 |
|
|
2023
Q1 | $216K | Sell |
8,199
-1,836
| -18% | -$48.3K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $256K | Buy |
10,035
+536
| +6% | +$13.7K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $184K | Buy |
9,499
+1,564
| +20% | +$30.3K | ﹤0.01% | 1387 |
|
|
2022
Q2 | $146K | Buy |
7,935
+915
| +13% | +$16.8K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $137K | Buy |
7,020
+364
| +5% | +$7.1K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $115K | Buy |
6,656
+166
| +3% | +$2.87K | ﹤0.01% | 1499 |
|
|
2021
Q3 | $101K | Sell |
6,490
-393
| -6% | -$6.12K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $119K | Buy |
6,883
+439
| +7% | +$7.59K | ﹤0.01% | 1527 |
|
|
2021
Q1 | $107K | Buy |
6,444
+470
| +8% | +$7.8K | ﹤0.01% | 1532 |
|
|
2020
Q4 | $95K | Buy |
5,974
+182
| +3% | +$2.89K | ﹤0.01% | 1491 |
|
|
2020
Q3 | $55K | Buy |
5,792
+3,461
| +148% | +$32.9K | ﹤0.01% | 1534 |
|
|
2020
Q2 | $27K | Buy |
2,331
+178
| +8% | +$2.06K | ﹤0.01% | 1495 |
|
|
2020
Q1 | $26K | Buy |
2,153
+409
| +23% | +$4.94K | ﹤0.01% | 1436 |
|
|
2019
Q4 | $46K | Sell |
1,744
-58
| -3% | -$1.53K | ﹤0.01% | 1370 |
|
|
2019
Q3 | $39K | Buy |
1,802
+64
| +4% | +$1.39K | ﹤0.01% | 1403 |
|
|
2019
Q2 | $53K | Buy |
1,738
+363
| +26% | +$11.1K | ﹤0.01% | 1323 |
|
|
2019
Q1 | $46K | Buy |
1,375
+176
| +15% | +$5.89K | ﹤0.01% | 1305 |
|
|
2018
Q4 | $32K | Buy |
1,199
+296
| +33% | +$7.9K | ﹤0.01% | 1350 |
|
|
2018
Q3 | $36K | Buy |
903
+730
| +422% | +$29.1K | ﹤0.01% | 1322 |
|
|
2018
Q2 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 1360 |
|
|
2014
Q4 | – | Sell |
-117,555
| Closed | -$1.79M | – | 1263 |
|
|
2014
Q3 | $1.79M | Buy |
117,555
+6,655
| +6% | +$101K | 0.04% | 726 |
|
|
2014
Q2 | $2.09M | Buy |
110,900
+31,840
| +40% | +$601K | 0.05% | 662 |
|
|
2014
Q1 | $1.56M | Buy |
79,060
+62,610
| +381% | +$1.23M | 0.04% | 805 |
|
|
2013
Q4 | $480K | Buy |
+16,450
| New | +$480K | 0.01% | 1111 |
|