Qube Research & Technologies (QRT)’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 |
-285,562
| Closed | -$7.3M | – | 4327 |
|
|
2023
Q3 | $7.3M | Buy |
285,562
+96,386
| +51% | +$2.47M | 0.02% | 604 |
|
|
2023
Q2 | $4.23M | Buy |
189,176
+31,443
| +20% | +$704K | 0.02% | 678 |
|
|
2023
Q1 | $4.15M | Buy |
+157,733
| New | +$4.15M | 0.02% | 668 |
|
|
2022
Q4 | – | Sell |
-15,138
| Closed | -$293K | – | 3074 |
|
|
2022
Q3 | $293K | Buy |
+15,138
| New | +$293K | ﹤0.01% | 1585 |
|
|
2020
Q1 | – | Sell |
-10,321
| Closed | -$270K | – | 1785 |
|
|
2019
Q4 | $270K | Buy |
+10,321
| New | +$270K | 0.01% | 1267 |
|