Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-43
| Closed | -$1K | – | 1060 |
|
|
2022
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q3 | $0 | Sell |
43
-31
| -42% | – | ﹤0.01% | 1219 |
|
|
2020
Q2 | $1K | Buy |
74
+31
| +72% | +$419 | ﹤0.01% | 1108 |
|
|
2020
Q1 | $1K | Sell |
43
-69
| -62% | -$1.61K | ﹤0.01% | 1048 |
|
|
2019
Q4 | $3K | Buy |
112
+69
| +160% | +$1.85K | ﹤0.01% | 730 |
|
|
2019
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1054 |
|