Victory Capital 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
Q2 | – | Sell |
-8,317
| Closed | -$219K | – | 2636 |
|
|
2023
Q1 | $219K | Sell |
8,317
-2,097
| -20% | -$55.2K | ﹤0.01% | 2227 |
|
|
2022
Q4 | $266K | Sell |
10,414
-17,272
| -62% | -$441K | ﹤0.01% | 2198 |
|
|
2022
Q3 | $535K | Sell |
27,686
-5,095
| -16% | -$98.5K | ﹤0.01% | 2025 |
|
|
2022
Q2 | $605K | Buy |
32,781
+9,776
| +42% | +$180K | ﹤0.01% | 1968 |
|
|
2022
Q1 | $466K | Buy |
+23,005
| New | +$466K | ﹤0.01% | 2147 |
|
|
2020
Q2 | – | Sell |
-14,254
| Closed | -$172K | – | 3458 |
|
|
2020
Q1 | $172K | Buy |
14,254
+5,755
| +68% | +$69.4K | ﹤0.01% | 2374 |
|
|
2019
Q4 | $222K | Buy |
8,499
+1,441
| +20% | +$37.6K | ﹤0.01% | 2283 |
|
|
2019
Q3 | $153K | Buy |
+7,058
| New | +$153K | ﹤0.01% | 2303 |
|