STRS Ohio’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 |
-8,900
| Closed | -$234K | – | 2157 |
|
|
2023
Q1 | $234K | Hold |
8,900
| – | – | ﹤0.01% | 1564 |
|
|
2022
Q4 | $227K | Hold |
8,900
| – | – | ﹤0.01% | 1561 |
|
|
2022
Q3 | $172K | Buy |
+8,900
| New | +$172K | ﹤0.01% | 1642 |
|
|
2019
Q3 | – | Sell |
-10,300
| Closed | -$312K | – | 2237 |
|
|
2019
Q2 | $312K | Buy |
10,300
+700
| +7% | +$21.2K | ﹤0.01% | 1564 |
|
|
2019
Q1 | $320K | Hold |
9,600
| – | – | ﹤0.01% | 1515 |
|
|
2018
Q4 | $255K | Hold |
9,600
| – | – | ﹤0.01% | 1575 |
|
|
2018
Q3 | $386K | Buy |
+9,600
| New | +$386K | ﹤0.01% | 1502 |
|
|
2018
Q1 | – | Sell |
-36,000
| Closed | -$795K | – | 1928 |
|
|
2017
Q4 | $795K | Hold |
36,000
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q3 | $910K | Sell |
36,000
-1,900
| -5% | -$48K | ﹤0.01% | 915 |
|
|
2017
Q2 | $803K | Buy |
+37,900
| New | +$803K | ﹤0.01% | 956 |
|