Putnam Investments’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
Q1 | – | Sell |
-27,523
| Closed | -$703K | – | 1230 |
|
|
2022
Q4 | $703K | Sell |
27,523
-14
| -0.1% | -$357 | ﹤0.01% | 879 |
|
|
2022
Q3 | $533K | Sell |
27,537
-498
| -2% | -$9.64K | ﹤0.01% | 925 |
|
|
2022
Q2 | $518K | Sell |
28,035
-347
| -1% | -$6.41K | ﹤0.01% | 935 |
|
|
2022
Q1 | $555K | Sell |
28,382
-2,023
| -7% | -$39.6K | ﹤0.01% | 971 |
|
|
2021
Q4 | $527K | Buy |
+30,405
| New | +$527K | ﹤0.01% | 982 |
|
|
2017
Q2 | – | Sell |
-137,948
| Closed | -$2.39M | – | 1330 |
|
|
2017
Q1 | $2.39M | Sell |
137,948
-14,365
| -9% | -$249K | 0.01% | 823 |
|
|
2016
Q4 | $2.25M | Sell |
152,313
-2,062
| -1% | -$30.4K | 0.01% | 817 |
|
|
2016
Q3 | $1.73M | Buy |
+154,375
| New | +$1.73M | ﹤0.01% | 884 |
|
|
2014
Q1 | – | Sell |
-998,381
| Closed | -$29.1M | – | 1539 |
|
|
2013
Q4 | $29.1M | Buy |
+998,381
| New | +$29.1M | 0.07% | 275 |
|