Van Berkom & Associates’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $66.8M | Buy |
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|
2023
Q2 | $49.2M | Buy |
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|
2023
Q1 | $47.1M | Sell |
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|
2022
Q4 | $61.4M | Sell |
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|
2022
Q3 | $50M | Sell |
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|
2022
Q2 | $56M | Sell |
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|
2022
Q1 | $67.8M | Sell |
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|
2021
Q4 | $68.1M | Sell |
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|
2021
Q3 | $62M | Sell |
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|
2021
Q2 | $70.4M | Sell |
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|
2021
Q1 | $75.2M | Sell |
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|
2020
Q4 | $72M | Buy |
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|
2020
Q3 | $42.2M | Buy |
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|
2020
Q2 | $36.4M | Buy |
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|
2020
Q1 | $34.7M | Buy |
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|
2019
Q4 | $26.7M | Buy |
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