Northwestern Mutual Wealth 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 |
-6
| Closed | -$158 | – | 3683 |
|
|
2023
Q1 | $158 | Buy |
6
+5
| +500% | +$132 | ﹤0.01% | 3212 |
|
|
2022
Q4 | $26 | Buy |
+1
| New | +$26 | ﹤0.01% | 3273 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$4K | – | 3560 |
|
|
2022
Q1 | $4K | Buy |
200
+135
| +208% | +$2.7K | ﹤0.01% | 2825 |
|
|
2021
Q4 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 3088 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$2K | – | 2799 |
|
|
2019
Q4 | $2K | Sell |
80
-28
| -26% | -$700 | ﹤0.01% | 2260 |
|
|
2019
Q3 | $2K | Buy |
108
+28
| +35% | +$519 | ﹤0.01% | 2306 |
|
|
2019
Q2 | $2K | Sell |
80
-9,916
| -99% | -$248K | ﹤0.01% | 2368 |
|
|
2019
Q1 | $334K | Buy |
+9,996
| New | +$334K | ﹤0.01% | 718 |
|
|
2017
Q1 | – | Sell |
-59
| Closed | -$1K | – | 2482 |
|
|
2016
Q4 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 2271 |
|
|
2015
Q4 | – | Sell |
-10
| Closed | – | – | 1902 |
|
|
2015
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1880 |
|
|
2015
Q1 | – | Sell |
-186
| Closed | -$3K | – | 1875 |
|
|
2014
Q4 | $3K | Buy |
+186
| New | +$3K | ﹤0.01% | 1449 |
|