Virtu Financial’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 |
-67,643
| Closed | -$1.73M | – | 2223 |
|
|
2023
Q3 | $1.73M | Buy |
+67,643
| New | +$1.73M | 0.17% | 103 |
|
|
2021
Q1 | – | Sell |
-21,755
| Closed | -$346K | – | 2179 |
|
|
2020
Q4 | $346K | Buy |
+21,755
| New | +$346K | 0.04% | 575 |
|
|
2017
Q4 | – | Sell |
-20,066
| Closed | -$508K | – | 3165 |
|
|
2017
Q3 | $508K | Buy |
+20,066
| New | +$508K | 0.03% | 922 |
|