Parallel 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 |
-100
| Closed | -$2.56K | – | 3516 |
|
2023
Q3 | $2.56K | Hold |
100
| – | – | ﹤0.01% | 2738 |
|
2023
Q2 | $2.24K | Hold |
100
| – | – | ﹤0.01% | 2724 |
|
2023
Q1 | $2.63K | Hold |
100
| – | – | ﹤0.01% | 2662 |
|
2022
Q4 | $2.55K | Hold |
100
| – | – | ﹤0.01% | 2593 |
|
2022
Q3 | $2K | Buy |
100
+90
| +900% | +$1.8K | ﹤0.01% | 2781 |
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 3458 |
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3372 |
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3377 |
|
2021
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3293 |
|