TWA
AVTA
TCI Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-236
| Closed | -$6.21K | – | 2446 |
|
|
2023
Q1 | $6.21K | Hold |
236
| – | – | ﹤0.01% | 1379 |
|
|
2022
Q4 | $6.03K | Hold |
236
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q3 | $5K | Hold |
236
| – | – | ﹤0.01% | 1543 |
|
|
2022
Q2 | $4K | Hold |
236
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q1 | $5K | Hold |
236
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q4 | $4K | Buy |
+236
| New | +$4K | ﹤0.01% | 1947 |
|
|
2019
Q3 | – | Sell |
-65
| Closed | -$2K | – | 1668 |
|
|
2019
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 1106 |
|
|
2018
Q4 | $2K | Buy |
65
+45
| +225% | +$1.39K | ﹤0.01% | 1077 |
|
|
2018
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1367 |
|