Virginia Retirement Systems’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
Q1 | $282K | Sell |
14,400
-11,900
| -45% | -$233K | ﹤0.01% | 985 |
|
|
2021
Q4 | $456 | Buy |
+26,300
| New | +$456 | ﹤0.01% | 883 |
|
|
2019
Q3 | – | Sell |
-8,900
| Closed | -$270K | – | 1203 |
|
|
2019
Q2 | $270K | Sell |
8,900
-700
| -7% | -$21.2K | ﹤0.01% | 1045 |
|
|
2019
Q1 | $320K | Buy |
+9,600
| New | +$320K | ﹤0.01% | 988 |
|
|
2015
Q4 | $526K | Buy |
+53,700
| New | +$526K | 0.01% | 711 |
|
|
2014
Q4 | – | Sell |
-30,100
| Closed | -$459K | – | 1043 |
|
|
2014
Q3 | $459K | Hold |
30,100
| – | – | 0.01% | 699 |
|
|
2014
Q2 | $568K | Buy |
30,100
+6,300
| +26% | +$119K | 0.01% | 656 |
|
|
2014
Q1 | $469K | Buy |
+23,800
| New | +$469K | 0.01% | 685 |
|