Sutton Wealth Advisors’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
Q1 | – | Sell |
-691
| Closed | -$17.6K | – | 1647 |
|
|
2022
Q4 | $17.6K | Sell |
691
-2
| -0.3% | -$51 | 0.01% | 743 |
|
|
2022
Q3 | $13.4K | Sell |
693
-1
| -0.1% | -$19 | 0.01% | 797 |
|
|
2022
Q2 | $12.8K | Buy |
694
+21
| +3% | +$388 | 0.01% | 817 |
|
|
2022
Q1 | $13.2K | Hold |
673
| – | – | ﹤0.01% | 858 |
|
|
2021
Q4 | $11.7K | Buy |
673
+15
| +2% | +$260 | ﹤0.01% | 881 |
|
|
2021
Q3 | $10.3K | Hold |
658
| – | – | ﹤0.01% | 901 |
|
|
2021
Q2 | $11.4K | Hold |
658
| – | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $10.9K | Hold |
658
| – | – | ﹤0.01% | 851 |
|
|
2020
Q4 | $10.5K | Hold |
658
| – | – | ﹤0.01% | 795 |
|
|
2020
Q3 | $6.2K | Hold |
658
| – | – | ﹤0.01% | 859 |
|
|
2020
Q2 | $7.51K | Hold |
658
| – | – | ﹤0.01% | 777 |
|
|
2020
Q1 | $7.93K | Sell |
658
-67
| -9% | -$807 | 0.01% | 717 |
|
|
2019
Q4 | $19K | Buy |
725
+67
| +10% | +$1.75K | 0.01% | 618 |
|
|
2019
Q3 | $14.2K | Hold |
658
| – | – | 0.01% | 695 |
|
|
2019
Q2 | $20K | Hold |
658
| – | – | 0.01% | 583 |
|
|
2019
Q1 | $22K | Hold |
658
| – | – | 0.01% | 545 |
|
|
2018
Q4 | $17.5K | Hold |
658
| – | – | 0.01% | 563 |
|
|
2018
Q3 | $26.5K | Hold |
658
| – | – | 0.02% | 485 |
|
|
2018
Q2 | $24.3K | Hold |
658
| – | – | 0.02% | 523 |
|
|
2018
Q1 | $16.2K | Hold |
658
| – | – | 0.01% | 651 |
|
|
2017
Q4 | $14.5K | Hold |
658
| – | – | 0.01% | 669 |
|
|
2017
Q3 | $16.6K | Hold |
658
| – | – | 0.01% | 601 |
|
|
2017
Q2 | $14K | Hold |
658
| – | – | 0.01% | 658 |
|
|
2017
Q1 | $11.4K | Hold |
658
| – | – | 0.01% | 680 |
|
|
2016
Q4 | $9.71K | Hold |
658
| – | – | 0.01% | 703 |
|
|
2016
Q3 | $7.37K | Hold |
658
| – | – | 0.01% | 742 |
|
|
2016
Q2 | $6.82K | Buy |
+658
| New | +$6.82K | 0.01% | 716 |
|