Nisa Investment 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
Q4 | – | Sell |
-39
| Closed | -$998 | – | 2800 |
|
|
2023
Q3 | $998 | Hold |
39
| – | – | ﹤0.01% | 2398 |
|
|
2023
Q2 | $873 | Hold |
39
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 2501 |
|
|
2022
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 2552 |
|
|
2022
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 2552 |
|
|
2015
Q1 | – | Sell |
-12,300
| Closed | -$170K | – | 1337 |
|
|
2014
Q4 | $170K | Hold |
12,300
| – | – | ﹤0.01% | 1258 |
|
|
2014
Q3 | $187K | Hold |
12,300
| – | – | ﹤0.01% | 1254 |
|
|
2014
Q2 | $232K | Sell |
12,300
-700
| -5% | -$13.2K | ﹤0.01% | 1241 |
|
|
2014
Q1 | $256K | Hold |
13,000
| – | – | ﹤0.01% | 1231 |
|
|
2013
Q4 | $379K | Hold |
13,000
| – | – | 0.01% | 1116 |
|
|
2013
Q3 | $299K | Hold |
13,000
| – | – | ﹤0.01% | 1166 |
|
|
2013
Q2 | $241K | Buy |
+13,000
| New | +$241K | ﹤0.01% | 1204 |
|