Wedge 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
Q3 | – | Sell |
-72,118
| Closed | -$1.61M | – | 532 |
|
|
2023
Q2 | $1.61M | Buy |
+72,118
| New | +$1.61M | 0.03% | 393 |
|
|
2021
Q4 | – | Sell |
-11,595
| Closed | -$181K | – | 436 |
|
|
2021
Q3 | $181K | Buy |
11,595
+1,522
| +15% | +$23.8K | ﹤0.01% | 390 |
|
|
2021
Q2 | $174K | Buy |
+10,073
| New | +$174K | ﹤0.01% | 384 |
|
|
2021
Q1 | – | Sell |
-13,331
| Closed | -$212K | – | 604 |
|
|
2020
Q4 | $212K | Sell |
13,331
-1,293
| -9% | -$20.6K | ﹤0.01% | 529 |
|
|
2020
Q3 | $138K | Buy |
+14,624
| New | +$138K | ﹤0.01% | 513 |
|
|
2019
Q2 | – | Sell |
-6,760
| Closed | -$226K | – | 646 |
|
|
2019
Q1 | $226K | Sell |
6,760
-936
| -12% | -$31.3K | ﹤0.01% | 553 |
|
|
2018
Q4 | $205K | Sell |
7,696
-2,266
| -23% | -$60.4K | ﹤0.01% | 543 |
|
|
2018
Q3 | $401K | Buy |
9,962
+892
| +10% | +$35.9K | ﹤0.01% | 486 |
|
|
2018
Q2 | $336K | Sell |
9,070
-1,711
| -16% | -$63.4K | ﹤0.01% | 513 |
|
|
2018
Q1 | $265K | Sell |
10,781
-2,690
| -20% | -$66.1K | ﹤0.01% | 542 |
|
|
2017
Q4 | $298K | Buy |
13,471
+3,278
| +32% | +$72.5K | ﹤0.01% | 524 |
|
|
2017
Q3 | $258K | Sell |
10,193
-2,168
| -18% | -$54.9K | ﹤0.01% | 542 |
|
|
2017
Q2 | $262K | Sell |
12,361
-2,470
| -17% | -$52.4K | ﹤0.01% | 525 |
|
|
2017
Q1 | $257K | Buy |
+14,831
| New | +$257K | ﹤0.01% | 524 |
|
|
2016
Q1 | – | Sell |
-28,025
| Closed | -$275K | – | 607 |
|
|
2015
Q4 | $275K | Buy |
+28,025
| New | +$275K | ﹤0.01% | 546 |
|