PNC Financial Services Group’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 |
-3,568
| Closed | -$91.3K | – | 4818 |
|
|
2023
Q3 | $91.3K | Buy |
3,568
+349
| +11% | +$8.93K | ﹤0.01% | 2622 |
|
|
2023
Q2 | $72K | Sell |
3,219
-132
| -4% | -$2.95K | ﹤0.01% | 2833 |
|
|
2023
Q1 | $88.2K | Sell |
3,351
-15
| -0.4% | -$395 | ﹤0.01% | 2642 |
|
|
2022
Q4 | $85.9K | Hold |
3,366
| – | – | ﹤0.01% | 2668 |
|
|
2022
Q3 | $65K | Buy |
3,366
+104
| +3% | +$2.01K | ﹤0.01% | 2807 |
|
|
2022
Q2 | $60K | Buy |
3,262
+335
| +11% | +$6.16K | ﹤0.01% | 2876 |
|
|
2022
Q1 | $57K | Sell |
2,927
-3
| -0.1% | -$58 | ﹤0.01% | 3038 |
|
|
2021
Q4 | $50K | Buy |
2,930
+58
| +2% | +$990 | ﹤0.01% | 3120 |
|
|
2021
Q3 | $45K | Sell |
2,872
-134
| -4% | -$2.1K | ﹤0.01% | 3129 |
|
|
2021
Q2 | $52K | Sell |
3,006
-15
| -0.5% | -$259 | ﹤0.01% | 3054 |
|
|
2021
Q1 | $50K | Buy |
3,021
+99
| +3% | +$1.64K | ﹤0.01% | 2984 |
|
|
2020
Q4 | $48K | Buy |
2,922
+2,249
| +334% | +$36.9K | ﹤0.01% | 2930 |
|
|
2020
Q3 | $6K | Sell |
673
-2,878
| -81% | -$25.7K | ﹤0.01% | 3652 |
|
|
2020
Q2 | $41K | Buy |
3,551
+1,820
| +105% | +$21K | ﹤0.01% | 2862 |
|
|
2020
Q1 | $21K | Sell |
1,731
-1,119
| -39% | -$13.6K | ﹤0.01% | 3099 |
|
|
2019
Q4 | $74K | Buy |
2,850
+1,983
| +229% | +$51.5K | ﹤0.01% | 2666 |
|
|
2019
Q3 | $18K | Sell |
867
-2,066
| -70% | -$42.9K | ﹤0.01% | 3394 |
|
|
2019
Q2 | $90K | Buy |
2,933
+1,272
| +77% | +$39K | ﹤0.01% | 2602 |
|
|
2019
Q1 | $56K | Sell |
1,661
-122
| -7% | -$4.11K | ﹤0.01% | 2882 |
|
|
2018
Q4 | $47K | Sell |
1,783
-703
| -28% | -$18.5K | ﹤0.01% | 2904 |
|
|
2018
Q3 | $99K | Buy |
2,486
+1,058
| +74% | +$42.1K | ﹤0.01% | 2614 |
|
|
2018
Q2 | $53K | Buy |
1,428
+559
| +64% | +$20.7K | ﹤0.01% | 2950 |
|
|
2018
Q1 | $21K | Buy |
869
+401
| +86% | +$9.69K | ﹤0.01% | 3424 |
|
|
2017
Q4 | $10K | Sell |
468
-354
| -43% | -$7.56K | ﹤0.01% | 3703 |
|
|
2017
Q3 | $20K | Buy |
822
+506
| +160% | +$12.3K | ﹤0.01% | 3396 |
|
|
2017
Q2 | $7K | Buy |
316
+91
| +40% | +$2.02K | ﹤0.01% | 3718 |
|
|
2017
Q1 | $4K | Sell |
225
-225
| -50% | -$4K | ﹤0.01% | 3816 |
|
|
2016
Q4 | $7K | Sell |
450
-404
| -47% | -$6.28K | ﹤0.01% | 3602 |
|
|
2016
Q3 | $10K | Sell |
854
-280
| -25% | -$3.28K | ﹤0.01% | 3485 |
|
|
2016
Q2 | $12K | Buy |
1,134
+443
| +64% | +$4.69K | ﹤0.01% | 3488 |
|
|
2016
Q1 | $4K | Sell |
691
-1,653
| -71% | -$9.57K | ﹤0.01% | 3962 |
|
|
2015
Q4 | $23K | Buy |
2,344
+363
| +18% | +$3.56K | ﹤0.01% | 3240 |
|
|
2015
Q3 | $28K | Buy |
1,981
+9
| +0.5% | +$127 | ﹤0.01% | 3198 |
|
|
2015
Q2 | $32K | Sell |
1,972
-814
| -29% | -$13.2K | ﹤0.01% | 3275 |
|
|
2015
Q1 | $38K | Sell |
2,786
-200
| -7% | -$2.73K | ﹤0.01% | 3188 |
|
|
2014
Q4 | $41K | Sell |
2,986
-23,787
| -89% | -$327K | ﹤0.01% | 2873 |
|
|
2014
Q3 | $408K | Buy |
26,773
+4,082
| +18% | +$62.2K | ﹤0.01% | 1603 |
|
|
2014
Q2 | $428K | Sell |
22,691
-354
| -2% | -$6.68K | ﹤0.01% | 1520 |
|
|
2014
Q1 | $455K | Buy |
23,045
+2,544
| +12% | +$50.2K | ﹤0.01% | 1455 |
|
|
2013
Q4 | $597K | Sell |
20,501
-9,492
| -32% | -$276K | ﹤0.01% | 1265 |
|
|
2013
Q3 | $690K | Buy |
29,993
+3,316
| +12% | +$76.3K | ﹤0.01% | 1171 |
|
|
2013
Q2 | $495K | Buy |
+26,677
| New | +$495K | ﹤0.01% | 1296 |
|