Osaic Holdings’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 |
-1,368
| Closed | -$35K | – | 7331 |
|
|
2023
Q3 | $35K | Buy |
1,368
+553
| +68% | +$14.1K | ﹤0.01% | 5222 |
|
|
2023
Q2 | $18.2K | Sell |
815
-1,365
| -63% | -$30.5K | ﹤0.01% | 5606 |
|
|
2023
Q1 | $57.4K | Buy |
2,180
+1,159
| +114% | +$30.5K | ﹤0.01% | 4851 |
|
|
2022
Q4 | $26K | Buy |
1,021
+136
| +15% | +$3.46K | ﹤0.01% | 5389 |
|
|
2022
Q3 | $17K | Buy |
885
+687
| +347% | +$13.2K | ﹤0.01% | 5708 |
|
|
2022
Q2 | $4K | Sell |
198
-162
| -45% | -$3.27K | ﹤0.01% | 6612 |
|
|
2022
Q1 | $35K | Buy |
360
+105
| +41% | +$10.2K | ﹤0.01% | 5326 |
|
|
2021
Q4 | $5K | Buy |
255
+3
| +1% | +$59 | ﹤0.01% | 6573 |
|
|
2021
Q3 | $3K | Buy |
252
+26
| +12% | +$310 | ﹤0.01% | 6755 |
|
|
2021
Q2 | $3K | Sell |
226
-2,100
| -90% | -$27.9K | ﹤0.01% | 6598 |
|
|
2021
Q1 | $37K | Hold |
2,326
| – | – | ﹤0.01% | 5078 |
|
|
2020
Q4 | $36K | Buy |
2,326
+18
| +0.8% | +$279 | ﹤0.01% | 4767 |
|
|
2020
Q3 | $21K | Buy |
2,308
+2
| +0.1% | +$18 | ﹤0.01% | 4873 |
|
|
2020
Q2 | $26K | Sell |
2,306
-470
| -17% | -$5.3K | ﹤0.01% | 4621 |
|
|
2020
Q1 | $33K | Buy |
+2,776
| New | +$33K | ﹤0.01% | 4278 |
|