AVTA
VOYA Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,267
| Closed | -$595K | – | 2938 |
|
|
2023
Q3 | $595K | Sell |
23,267
-4,638
| -17% | -$119K | ﹤0.01% | 1939 |
|
|
2023
Q2 | $625K | Buy |
27,905
+9,139
| +49% | +$205K | ﹤0.01% | 1957 |
|
|
2023
Q1 | $494K | Sell |
18,766
-9,350
| -33% | -$246K | ﹤0.01% | 2062 |
|
|
2022
Q4 | $718K | Buy |
28,116
+9,141
| +48% | +$233K | ﹤0.01% | 1819 |
|
|
2022
Q3 | $367K | Hold |
18,975
| – | – | ﹤0.01% | 2227 |
|
|
2022
Q2 | $350K | Sell |
18,975
-937
| -5% | -$17.3K | ﹤0.01% | 2070 |
|
|
2022
Q1 | $389K | Buy |
19,912
+774
| +4% | +$15.1K | ﹤0.01% | 2047 |
|
|
2021
Q4 | $331K | Sell |
19,138
-880
| -4% | -$15.2K | ﹤0.01% | 2252 |
|
|
2021
Q3 | $312K | Hold |
20,018
| – | – | ﹤0.01% | 2323 |
|
|
2021
Q2 | $347K | Sell |
20,018
-991
| -5% | -$17.2K | ﹤0.01% | 2304 |
|
|
2021
Q1 | $350K | Buy |
21,009
+701
| +3% | +$11.7K | ﹤0.01% | 2231 |
|
|
2020
Q4 | $323K | Buy |
20,308
+2,740
| +16% | +$43.6K | ﹤0.01% | 2157 |
|
|
2020
Q3 | $165K | Hold |
17,568
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q2 | $201K | Sell |
17,568
-7,149
| -29% | -$81.8K | ﹤0.01% | 2157 |
|
|
2020
Q1 | $298K | Buy |
24,717
+1,046
| +4% | +$12.6K | ﹤0.01% | 1920 |
|
|
2019
Q4 | $619K | Buy |
23,671
+4,329
| +22% | +$113K | ﹤0.01% | 1764 |
|
|
2019
Q3 | $419K | Hold |
19,342
| – | – | ﹤0.01% | 1864 |
|
|
2019
Q2 | $587K | Sell |
19,342
-200
| -1% | -$6.07K | ﹤0.01% | 1669 |
|
|
2019
Q1 | $652K | Sell |
19,542
-375
| -2% | -$12.5K | ﹤0.01% | 1620 |
|
|
2018
Q4 | $531K | Buy |
19,917
+965
| +5% | +$25.7K | ﹤0.01% | 1682 |
|
|
2018
Q3 | $763K | Hold |
18,952
| – | – | ﹤0.01% | 1570 |
|
|
2018
Q2 | $701K | Sell |
18,952
-32,536
| -63% | -$1.2M | ﹤0.01% | 1597 |
|
|
2018
Q1 | $1.27M | Sell |
51,488
-575
| -1% | -$14.1K | ﹤0.01% | 1275 |
|
|
2017
Q4 | $1.15M | Buy |
52,063
+10,551
| +25% | +$233K | ﹤0.01% | 1348 |
|
|
2017
Q3 | $1.05M | Buy |
41,512
+20,804
| +100% | +$526K | ﹤0.01% | 1390 |
|
|
2017
Q2 | $439K | Buy |
20,708
+1,379
| +7% | +$29.2K | ﹤0.01% | 1923 |
|
|
2017
Q1 | $334K | Hold |
19,329
| – | – | ﹤0.01% | 1982 |
|
|
2016
Q4 | $285K | Hold |
19,329
| – | – | ﹤0.01% | 2087 |
|
|
2016
Q3 | $216 | Hold |
19,329
| – | – | ﹤0.01% | 2248 |
|
|
2016
Q2 | $200K | Hold |
19,329
| – | – | ﹤0.01% | 2268 |
|
|
2016
Q1 | $100K | Sell |
19,329
-113,492
| -85% | -$587K | ﹤0.01% | 2398 |
|
|
2015
Q4 | $1.3M | Hold |
132,821
| – | – | ﹤0.01% | 1151 |
|
|
2015
Q3 | $1.83M | Sell |
132,821
-4,105
| -3% | -$56.5K | ﹤0.01% | 1041 |
|
|
2015
Q2 | $2.21M | Hold |
136,926
| – | – | 0.01% | 1019 |
|
|
2015
Q1 | $1.87M | Buy |
136,926
+113,492
| +484% | +$1.55M | ﹤0.01% | 1118 |
|
|
2014
Q4 | $325K | Hold |
23,434
| – | – | ﹤0.01% | 2209 |
|
|
2014
Q3 | $357K | Hold |
23,434
| – | – | ﹤0.01% | 2135 |
|
|
2014
Q2 | $442K | Hold |
23,434
| – | – | ﹤0.01% | 2073 |
|
|
2014
Q1 | $461K | Hold |
23,434
| – | – | ﹤0.01% | 2034 |
|
|
2013
Q4 | $683K | Hold |
23,434
| – | – | ﹤0.01% | 1723 |
|
|
2013
Q3 | $539K | Hold |
23,434
| – | – | ﹤0.01% | 1840 |
|
|
2013
Q2 | $434K | Buy |
+23,434
| New | +$434K | ﹤0.01% | 1946 |
|