Verition Fund Management’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
Q4 | – | Sell |
-21,936
| Closed | -$561K | – | 2323 |
|
|
2023
Q3 | $561K | Buy |
21,936
+10,954
| +100% | +$280K | 0.01% | 1140 |
|
|
2023
Q2 | $246K | Buy |
+10,982
| New | +$246K | ﹤0.01% | 1468 |
|
|
2022
Q2 | – | Sell |
-75,000
| Closed | -$1.47M | – | 2492 |
|
|
2022
Q1 | $1.47M | Sell |
75,000
-2,079
| -3% | -$40.6K | 0.02% | 793 |
|
|
2021
Q4 | $1.34M | Buy |
77,079
+1,589
| +2% | +$27.5K | 0.01% | 759 |
|
|
2021
Q3 | $1.18M | Buy |
+75,490
| New | +$1.18M | 0.01% | 645 |
|
|
2014
Q1 | – | Sell |
-7,178
| Closed | -$209K | – | 637 |
|
|
2013
Q4 | $209K | Buy |
+7,178
| New | +$209K | 0.04% | 361 |
|