Natixis Advisors’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 |
-14,237
| Closed | -$375K | – | 1531 |
|
|
2023
Q1 | $375K | Buy |
+14,237
| New | +$375K | ﹤0.01% | 1374 |
|
|
2019
Q3 | – | Sell |
-45,522
| Closed | -$1.38M | – | 1135 |
|
|
2019
Q2 | $1.38M | Sell |
45,522
-50,811
| -53% | -$1.54M | 0.01% | 855 |
|
|
2019
Q1 | $3.22M | Sell |
96,333
-10,105
| -9% | -$337K | 0.03% | 595 |
|
|
2018
Q4 | $2.84M | Buy |
+106,438
| New | +$2.84M | 0.03% | 582 |
|