Royce & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $64K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.58M | Sell |
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|
2018
Q2 | $8.76M | Sell |
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|
2018
Q1 | $10.3M | Sell |
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|
2017
Q4 | $9.52M | Buy |
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|
2017
Q3 | $8.18M | Sell |
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|
2017
Q2 | $7.85M | Sell |
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|
2017
Q1 | $7.82M | Sell |
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|
2016
Q4 | $7.98M | Sell |
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|
2016
Q3 | $9.07M | Sell |
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|
2016
Q2 | $12.7M | Sell |
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|
2016
Q1 | $6.61M | Buy |
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|
2015
Q4 | $11.2M | Buy |
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|
2015
Q3 | $3.16M | Sell |
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|
2015
Q2 | $4.55M | Sell |
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|
2015
Q1 | $4.58M | Sell |
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|
2014
Q4 | $6.07M | Sell |
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|
2014
Q3 | $7.86M | Buy |
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|
2014
Q2 | $8.03M | Buy |
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|
2014
Q1 | $6.99M | Sell |
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|
2013
Q4 | $11.2M | Sell |
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|
2013
Q3 | $9.67M | Sell |
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|
2013
Q2 | $8.59M | Buy |
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