Rockefeller Capital Management’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 |
-25
| Closed | – | – | 4109 |
|
|
2022
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 4327 |
|
|
2022
Q3 | $0 | Sell |
25
-42
| -63% | – | ﹤0.01% | 4518 |
|
|
2022
Q2 | $1K | Buy |
67
+57
| +570% | +$851 | ﹤0.01% | 4057 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4130 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4045 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3911 |
|
|
2021
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3657 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | – | – | 3051 |
|
|
2020
Q3 | $0 | Sell |
25
-46
| -65% | – | ﹤0.01% | 2861 |
|
|
2020
Q2 | $1K | Sell |
71
-74
| -51% | -$1.04K | ﹤0.01% | 2536 |
|
|
2020
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 2227 |
|
|
2019
Q4 | $4K | Sell |
145
-268
| -65% | -$7.39K | ﹤0.01% | 1844 |
|
|
2019
Q3 | $9K | Sell |
413
-28
| -6% | -$610 | ﹤0.01% | 1474 |
|
|
2019
Q2 | $13K | Sell |
441
-263
| -37% | -$7.75K | ﹤0.01% | 1160 |
|
|
2019
Q1 | $23K | Buy |
+704
| New | +$23K | ﹤0.01% | 1186 |
|