Royal Bank of Canada’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 |
-8,418
| Closed | -$215K | – | 7201 |
|
|
2023
Q3 | $215K | Buy |
8,418
+988
| +13% | +$25.2K | ﹤0.01% | 4266 |
|
|
2023
Q2 | $167K | Sell |
7,430
-4,089
| -35% | -$91.9K | ﹤0.01% | 4493 |
|
|
2023
Q1 | $303K | Sell |
11,519
-3,769
| -25% | -$99.1K | ﹤0.01% | 3917 |
|
|
2022
Q4 | $389K | Sell |
15,288
-952
| -6% | -$24.2K | ﹤0.01% | 3887 |
|
|
2022
Q3 | $314K | Buy |
16,240
+1,518
| +10% | +$29.4K | ﹤0.01% | 3928 |
|
|
2022
Q2 | $272K | Sell |
14,722
-2,732
| -16% | -$50.5K | ﹤0.01% | 4122 |
|
|
2022
Q1 | $341K | Sell |
17,454
-6,210
| -26% | -$121K | ﹤0.01% | 4151 |
|
|
2021
Q4 | $410K | Buy |
23,664
+3,446
| +17% | +$59.7K | ﹤0.01% | 4156 |
|
|
2021
Q3 | $314K | Buy |
20,218
+2,425
| +14% | +$37.7K | ﹤0.01% | 4251 |
|
|
2021
Q2 | $309K | Buy |
17,793
+1,438
| +9% | +$25K | ﹤0.01% | 4238 |
|
|
2021
Q1 | $272K | Sell |
16,355
-17,958
| -52% | -$299K | ﹤0.01% | 4227 |
|
|
2020
Q4 | $546K | Buy |
34,313
+522
| +2% | +$8.31K | ﹤0.01% | 3574 |
|
|
2020
Q3 | $318K | Buy |
33,791
+90
| +0.3% | +$847 | ﹤0.01% | 3765 |
|
|
2020
Q2 | $385K | Sell |
33,701
-724
| -2% | -$8.27K | ﹤0.01% | 3552 |
|
|
2020
Q1 | $415K | Buy |
34,425
+14,394
| +72% | +$174K | ﹤0.01% | 3344 |
|
|
2019
Q4 | $524K | Buy |
20,031
+4,341
| +28% | +$114K | ﹤0.01% | 3395 |
|
|
2019
Q3 | $340K | Sell |
15,690
-539
| -3% | -$11.7K | ﹤0.01% | 3550 |
|
|
2019
Q2 | $493K | Sell |
16,229
-1,136
| -7% | -$34.5K | ﹤0.01% | 3353 |
|
|
2019
Q1 | $579K | Buy |
17,365
+393
| +2% | +$13.1K | ﹤0.01% | 3137 |
|
|
2018
Q4 | $452K | Sell |
16,972
-427
| -2% | -$11.4K | ﹤0.01% | 3221 |
|
|
2018
Q3 | $701K | Buy |
17,399
+1,033
| +6% | +$41.6K | ﹤0.01% | 3118 |
|
|
2018
Q2 | $607K | Buy |
16,366
+1,025
| +7% | +$38K | ﹤0.01% | 3113 |
|
|
2018
Q1 | $377K | Sell |
15,341
-316
| -2% | -$7.77K | ﹤0.01% | 3329 |
|
|
2017
Q4 | $346K | Sell |
15,657
-3,506
| -18% | -$77.5K | ﹤0.01% | 3380 |
|
|
2017
Q3 | $485K | Buy |
19,163
+3,561
| +23% | +$90.1K | ﹤0.01% | 3182 |
|
|
2017
Q2 | $330K | Sell |
15,602
-13,096
| -46% | -$277K | ﹤0.01% | 3346 |
|
|
2017
Q1 | $497K | Buy |
28,698
+11,288
| +65% | +$195K | ﹤0.01% | 3070 |
|
|
2016
Q4 | $256K | Buy |
17,410
+1,876
| +12% | +$27.6K | ﹤0.01% | 3610 |
|
|
2016
Q3 | $174K | Sell |
15,534
-6,298
| -29% | -$70.5K | ﹤0.01% | 3806 |
|
|
2016
Q2 | $225K | Sell |
21,832
-14,399
| -40% | -$148K | ﹤0.01% | 3672 |
|
|
2016
Q1 | $187K | Buy |
36,231
+18,661
| +106% | +$96.3K | ﹤0.01% | 3778 |
|
|
2015
Q4 | $172K | Sell |
17,570
-12,049
| -41% | -$118K | ﹤0.01% | 3931 |
|
|
2015
Q3 | $408K | Sell |
29,619
-1,007
| -3% | -$13.9K | ﹤0.01% | 3173 |
|
|
2015
Q2 | $494K | Sell |
30,626
-5,607
| -15% | -$90.4K | ﹤0.01% | 3152 |
|
|
2015
Q1 | $494K | Sell |
36,233
-5,429
| -13% | -$74K | ﹤0.01% | 3087 |
|
|
2014
Q4 | $577K | Buy |
41,662
+7,323
| +21% | +$101K | ﹤0.01% | 2901 |
|
|
2014
Q3 | $523K | Sell |
34,339
-10,500
| -23% | -$160K | ﹤0.01% | 2928 |
|
|
2014
Q2 | $846K | Buy |
44,839
+16,290
| +57% | +$307K | ﹤0.01% | 2545 |
|
|
2014
Q1 | $562K | Sell |
28,549
-6,029
| -17% | -$119K | ﹤0.01% | 2817 |
|
|
2013
Q4 | $1.01M | Sell |
34,578
-6,652
| -16% | -$194K | ﹤0.01% | 2328 |
|
|
2013
Q3 | $947K | Buy |
41,230
+8,703
| +27% | +$200K | ﹤0.01% | 2350 |
|
|
2013
Q2 | $602K | Buy |
+32,527
| New | +$602K | ﹤0.01% | 2487 |
|