Spire Wealth 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
Q4 | – | Sell |
-100
| Closed | -$2.56K | – | 2494 |
|
|
2023
Q3 | $2.56K | Hold |
100
| – | – | ﹤0.01% | 2081 |
|
|
2023
Q2 | $2.24K | Hold |
100
| – | – | ﹤0.01% | 2178 |
|
|
2023
Q1 | $2.63K | Hold |
100
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2018 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2424 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2434 |
|
|
2021
Q4 | $2K | Sell |
100
-100
| -50% | -$2K | ﹤0.01% | 2831 |
|
|
2021
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2431 |
|
|
2021
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2450 |
|
|
2021
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2794 |
|