State of New Jersey Common Pension Fund D’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
Q2 | – | Sell |
-79,340
| Closed | -$2.09M | – | 1741 |
|
|
2023
Q1 | $2.09M | Buy |
+79,340
| New | +$2.09M | 0.01% | 1417 |
|
|
2020
Q3 | – | Sell |
-169,544
| Closed | -$1.94M | – | 1649 |
|
|
2020
Q2 | $1.94M | Buy |
169,544
+60,706
| +56% | +$693K | 0.01% | 1453 |
|
|
2020
Q1 | $1.31M | Hold |
108,838
| – | – | 0.01% | 1315 |
|
|
2019
Q4 | $2.85M | Buy |
+108,838
| New | +$2.85M | 0.01% | 1049 |
|