Point72 Hong Kong’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-627
| Closed | -$10K | – | 1926 |
|
|
2021
Q3 | $10K | Sell |
627
-2,999
| -83% | -$47.8K | ﹤0.01% | 1198 |
|
|
2021
Q2 | $63K | Buy |
+3,626
| New | +$63K | ﹤0.01% | 865 |
|
|
2021
Q1 | – | Sell |
-1,159
| Closed | -$18K | – | 1761 |
|
|
2020
Q4 | $18K | Sell |
1,159
-2,267
| -66% | -$35.2K | ﹤0.01% | 985 |
|
|
2020
Q3 | $32K | Buy |
3,426
+2,219
| +184% | +$20.7K | ﹤0.01% | 767 |
|
|
2020
Q2 | $14K | Buy |
+1,207
| New | +$14K | ﹤0.01% | 940 |
|
|
2020
Q1 | – | Sell |
-3,860
| Closed | -$101K | – | 1454 |
|
|
2019
Q4 | $101K | Sell |
3,860
-958
| -20% | -$25.1K | 0.02% | 505 |
|
|
2019
Q3 | $104K | Buy |
4,818
+1,295
| +37% | +$28K | 0.03% | 444 |
|
|
2019
Q2 | $107K | Buy |
+3,523
| New | +$107K | 0.03% | 479 |
|