Quantbot Technologies’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,730
| Closed | -$121K | – | 2094 |
|
|
2023
Q3 | $121K | Buy |
+4,730
| New | +$121K | 0.01% | 1044 |
|
|
2020
Q2 | – | Sell |
-1,232
| Closed | -$14K | – | 1517 |
|
|
2020
Q1 | $14K | Buy |
+1,232
| New | +$14K | 0.01% | 653 |
|
|
2019
Q4 | – | Sell |
-14,030
| Closed | -$303K | – | 1676 |
|
|
2019
Q3 | $303K | Buy |
+14,030
| New | +$303K | 0.03% | 594 |
|
|
2018
Q4 | – | Sell |
-717
| Closed | -$28K | – | 1505 |
|
|
2018
Q3 | $28K | Sell |
717
-2,397
| -77% | -$93.6K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $115K | Buy |
+3,114
| New | +$115K | 0.01% | 851 |
|
|
2017
Q4 | – | Sell |
-2,142
| Closed | -$54K | – | 1546 |
|
|
2017
Q3 | $54K | Buy |
2,142
+2,057
| +2,420% | +$51.9K | 0.01% | 950 |
|
|
2017
Q2 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 1070 |
|
|
2015
Q1 | – | Sell |
-14,031
| Closed | -$194K | – | 1415 |
|
|
2014
Q4 | $194K | Buy |
+14,031
| New | +$194K | 0.06% | 423 |
|
|
2014
Q3 | – | Sell |
-3,931
| Closed | -$74K | – | 1446 |
|
|
2014
Q2 | $74K | Buy |
3,931
+3,125
| +388% | +$58.8K | 0.01% | 838 |
|
|
2014
Q1 | $15K | Buy |
+806
| New | +$15K | ﹤0.01% | 994 |
|