Parallax Volatility Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72
| Closed | -$1.84K | – | 1198 |
|
|
2023
Q3 | $1.84K | Buy |
+72
| New | +$1.84K | ﹤0.01% | 642 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1513 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1608 |
|
|
2018
Q1 | – | Sell |
-6,594
| Closed | -$146K | – | 3382 |
|
|
2017
Q4 | $146K | Buy |
+6,594
| New | +$146K | ﹤0.01% | 1451 |
|
|
2017
Q2 | – | Sell |
-511
| Closed | -$9K | – | 2415 |
|
|
2017
Q1 | $9K | Sell |
511
-101,210
| -99% | -$1.78M | ﹤0.01% | 794 |
|
|
2016
Q4 | $1.5M | Buy |
101,721
+59,452
| +141% | +$877K | ﹤0.01% | 192 |
|
|
2016
Q3 | $473K | Buy |
42,269
+16,912
| +67% | +$189K | ﹤0.01% | 326 |
|
|
2016
Q2 | $263K | Sell |
25,357
-225,575
| -90% | -$2.34M | ﹤0.01% | 354 |
|
|
2016
Q1 | $1.3M | Buy |
+250,932
| New | +$1.3M | ﹤0.01% | 159 |
|
|
2015
Q4 | – | Sell |
-117
| Closed | -$2K | – | 2123 |
|
|
2015
Q3 | $2K | Sell |
117
-6,824
| -98% | -$117K | ﹤0.01% | 811 |
|
|
2015
Q2 | $112K | Buy |
6,941
+3,213
| +86% | +$51.8K | ﹤0.01% | 655 |
|
|
2015
Q1 | $51K | Sell |
3,728
-1,153
| -24% | -$15.8K | ﹤0.01% | 829 |
|
|
2014
Q4 | $68K | Sell |
4,881
-7,430
| -60% | -$104K | ﹤0.01% | 1136 |
|
|
2014
Q3 | $188K | Buy |
12,311
+9,513
| +340% | +$145K | ﹤0.01% | 633 |
|
|
2014
Q2 | $53K | Buy |
2,798
+558
| +25% | +$10.6K | ﹤0.01% | 880 |
|
|
2014
Q1 | $44K | Buy |
2,240
+846
| +61% | +$16.6K | ﹤0.01% | 660 |
|
|
2013
Q4 | $41K | Buy |
+1,394
| New | +$41K | ﹤0.01% | 672 |
|