Rothschild & Co Asset Management US’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.53M | Sell |
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|
2022
Q3 | $5.72M | Buy |
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|
2022
Q2 | $5.08M | Buy |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $8.92M | Sell |
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|
2020
Q2 | $12.6M | Buy |
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|
2020
Q1 | $11.2M | Sell |
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|
2019
Q4 | $27.1M | Sell |
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|
2019
Q3 | $23.7M | Buy |
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|
2019
Q2 | $24M | Buy |
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|
2019
Q1 | $25.6M | Buy |
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|
2018
Q4 | $20.1M | Buy |
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