Yousif 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
Q4 | – | Sell |
-20,706
| Closed | -$530K | – | 2008 |
|
|
2023
Q3 | $530K | Sell |
20,706
-2,110
| -9% | -$54K | 0.01% | 1453 |
|
|
2023
Q2 | $511K | Sell |
22,816
-2,363
| -9% | -$52.9K | 0.01% | 1483 |
|
|
2023
Q1 | $663K | Sell |
25,179
-7,680
| -23% | -$202K | 0.01% | 1349 |
|
|
2022
Q4 | $839K | Sell |
32,859
-5,720
| -15% | -$146K | 0.01% | 1259 |
|
|
2022
Q3 | $746K | Sell |
38,579
-566
| -1% | -$10.9K | 0.01% | 1340 |
|
|
2022
Q2 | $723K | Sell |
39,145
-5,445
| -12% | -$101K | 0.01% | 1391 |
|
|
2022
Q1 | $872K | Sell |
44,590
-230
| -0.5% | -$4.5K | 0.01% | 1403 |
|
|
2021
Q4 | $776K | Buy |
+44,820
| New | +$776K | 0.01% | 1482 |
|