Schroder Investment Management Group’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 |
-134,524
| Closed | -$3.44M | – | 1293 |
|
|
2023
Q3 | $3.44M | Buy |
134,524
+64,010
| +91% | +$1.64M | 0.01% | 823 |
|
|
2023
Q2 | $1.58M | Buy |
+70,514
| New | +$1.58M | ﹤0.01% | 976 |
|
|
2017
Q4 | – | Sell |
-57,035
| Closed | -$1.45M | – | 1395 |
|
|
2017
Q3 | $1.45M | Sell |
57,035
-71,365
| -56% | -$1.81M | ﹤0.01% | 925 |
|
|
2017
Q2 | $2.76M | Buy |
+128,400
| New | +$2.76M | 0.01% | 823 |
|