Panagora Asset 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 |
-8,254
| Closed | -$217K | – | 1532 |
|
|
2023
Q1 | $217K | Buy |
+8,254
| New | +$217K | ﹤0.01% | 1352 |
|
|
2021
Q3 | – | Sell |
-6,200
| Closed | -$107K | – | 2504 |
|
|
2021
Q2 | $107K | Hold |
6,200
| – | – | ﹤0.01% | 1879 |
|
|
2021
Q1 | $103K | Hold |
6,200
| – | – | ﹤0.01% | 2005 |
|
|
2020
Q4 | $99K | Sell |
6,200
-287
| -4% | -$4.58K | ﹤0.01% | 1843 |
|
|
2020
Q3 | $61K | Hold |
6,487
| – | – | ﹤0.01% | 1967 |
|
|
2020
Q2 | $74K | Hold |
6,487
| – | – | ﹤0.01% | 1892 |
|
|
2020
Q1 | $78K | Sell |
6,487
-2,955
| -31% | -$35.5K | ﹤0.01% | 1769 |
|
|
2019
Q4 | $247K | Sell |
9,442
-588
| -6% | -$15.4K | ﹤0.01% | 1538 |
|
|
2019
Q3 | $217K | Sell |
10,030
-22,169
| -69% | -$480K | ﹤0.01% | 1602 |
|
|
2019
Q2 | $978K | Sell |
32,199
-67,772
| -68% | -$2.06M | ﹤0.01% | 1149 |
|
|
2019
Q1 | $3.34M | Sell |
99,971
-7,569
| -7% | -$253K | 0.01% | 651 |
|
|
2018
Q4 | $2.87M | Buy |
107,540
+87,981
| +450% | +$2.34M | 0.01% | 640 |
|
|
2018
Q3 | $787K | Buy |
19,559
+13,359
| +215% | +$538K | ﹤0.01% | 1235 |
|
|
2018
Q2 | $229K | Sell |
6,200
-23,640
| -79% | -$873K | ﹤0.01% | 1616 |
|
|
2018
Q1 | $734K | Sell |
29,840
-13,765
| -32% | -$339K | ﹤0.01% | 1264 |
|
|
2017
Q4 | $964K | Sell |
43,605
-63,681
| -59% | -$1.41M | ﹤0.01% | 1150 |
|
|
2017
Q3 | $2.71M | Buy |
107,286
+66,886
| +166% | +$1.69M | 0.01% | 750 |
|
|
2017
Q2 | $856K | Buy |
40,400
+34,200
| +552% | +$725K | ﹤0.01% | 1179 |
|
|
2017
Q1 | $107K | Sell |
6,200
-11,663
| -65% | -$201K | ﹤0.01% | 1847 |
|
|
2016
Q4 | $263K | Sell |
17,863
-23,201
| -56% | -$342K | ﹤0.01% | 1651 |
|
|
2016
Q3 | $460K | Buy |
41,064
+25,059
| +157% | +$281K | ﹤0.01% | 1477 |
|
|
2016
Q2 | $166K | Hold |
16,005
| – | – | ﹤0.01% | 1741 |
|
|
2016
Q1 | $83K | Sell |
16,005
-89,224
| -85% | -$463K | ﹤0.01% | 1907 |
|
|
2015
Q4 | $1.03M | Hold |
105,229
| – | – | 0.01% | 1049 |
|
|
2015
Q3 | $1.45M | Buy |
105,229
+57,463
| +120% | +$791K | 0.01% | 879 |
|
|
2015
Q2 | $771K | Buy |
47,766
+40,396
| +548% | +$652K | ﹤0.01% | 1194 |
|
|
2015
Q1 | $101K | Hold |
7,370
| – | – | ﹤0.01% | 1938 |
|
|
2014
Q4 | $102K | Sell |
7,370
-55,147
| -88% | -$763K | ﹤0.01% | 1856 |
|
|
2014
Q3 | $953K | Sell |
62,517
-148,352
| -70% | -$2.26M | ﹤0.01% | 1063 |
|
|
2014
Q2 | $3.98M | Sell |
210,869
-246,700
| -54% | -$4.66M | 0.02% | 589 |
|
|
2014
Q1 | $9.01M | Buy |
457,569
+69,930
| +18% | +$1.38M | 0.04% | 387 |
|
|
2013
Q4 | $11.3M | Buy |
387,639
+210,978
| +119% | +$6.15M | 0.05% | 344 |
|
|
2013
Q3 | $4.06M | Buy |
176,661
+168,924
| +2,183% | +$3.88M | 0.02% | 578 |
|
|
2013
Q2 | $143K | Buy |
+7,737
| New | +$143K | ﹤0.01% | 1763 |
|