Parkside Financial Bank & Trust’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 |
-1,009
| Closed | -$25.8K | – | 2214 |
|
|
2023
Q3 | $25.8K | Buy |
1,009
+310
| +44% | +$7.93K | 0.01% | 820 |
|
|
2023
Q2 | $15.6K | Buy |
699
+19
| +3% | +$425 | ﹤0.01% | 977 |
|
|
2023
Q1 | $17.9K | Buy |
680
+46
| +7% | +$1.21K | ﹤0.01% | 911 |
|
|
2022
Q4 | $16.2K | Buy |
634
+553
| +683% | +$14.1K | ﹤0.01% | 912 |
|
|
2022
Q3 | $2K | Buy |
81
+62
| +326% | +$1.53K | ﹤0.01% | 1619 |
|
|
2022
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1992 |
|
|
2022
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1949 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | – | – | 1879 |
|
|
2021
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1831 |
|
|
2020
Q3 | – | Sell |
-41
| Closed | – | – | 1683 |
|
|
2020
Q2 | $0 | Buy |
+41
| New | – | ﹤0.01% | 1741 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$1K | – | 1711 |
|
|
2019
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q3 | $1K | Buy |
54
+35
| +184% | +$648 | ﹤0.01% | 1496 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q1 | $1K | Sell |
19
-22
| -54% | -$1.16K | ﹤0.01% | 1473 |
|
|
2018
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 1115 |
|
|
2018
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 1156 |
|
|
2018
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q1 | $1K | Buy |
41
+19
| +86% | +$463 | ﹤0.01% | 1342 |
|
|
2017
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 1529 |
|
|
2017
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1582 |
|
|
2017
Q1 | $0 | Buy |
22
+3
| +16% | – | ﹤0.01% | 1551 |
|
|
2016
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1521 |
|