Quadrant Capital 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 |
-42
| Closed | -$1.08K | – | 2812 |
|
|
2023
Q3 | $1.08K | Buy |
42
+26
| +163% | +$665 | ﹤0.01% | 2478 |
|
|
2023
Q2 | $359 | Sell |
16
-151
| -90% | -$3.39K | ﹤0.01% | 2607 |
|
|
2023
Q1 | $4.4K | Buy |
167
+151
| +944% | +$3.98K | ﹤0.01% | 2261 |
|
|
2022
Q4 | $408 | Hold |
16
| – | – | ﹤0.01% | 2648 |
|
|
2022
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 2860 |
|