State of Wyoming’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 |
-11,283
| Closed | -$289K | – | 1873 |
|
|
2023
Q3 | $289K | Buy |
11,283
+4,367
| +63% | +$112K | 0.06% | 244 |
|
|
2023
Q2 | $155K | Sell |
6,916
-6,537
| -49% | -$146K | 0.05% | 542 |
|
|
2023
Q1 | $354K | Sell |
13,453
-5,032
| -27% | -$132K | 0.11% | 99 |
|
|
2022
Q4 | $472K | Buy |
18,485
+1,442
| +8% | +$36.8K | 0.16% | 42 |
|
|
2022
Q3 | $329K | Buy |
17,043
+5,935
| +53% | +$115K | 0.16% | 67 |
|
|
2022
Q2 | $205K | Buy |
11,108
+4,236
| +62% | +$78.2K | 0.13% | 142 |
|
|
2022
Q1 | $134K | Sell |
6,872
-6,803
| -50% | -$133K | 0.07% | 403 |
|
|
2021
Q4 | $237K | Buy |
13,675
+8,621
| +171% | +$149K | 0.11% | 164 |
|
|
2021
Q3 | $79K | Buy |
5,054
+368
| +8% | +$5.75K | 0.05% | 564 |
|
|
2021
Q2 | $81K | Buy |
+4,686
| New | +$81K | 0.05% | 547 |
|