AVANTAX PLANNING PARTNERS, INC. – Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
1.11M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-4.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +24.71% | 4.78K shares | 180K | 24.15K | |
| Q2 2022 | share | Decrease | -8.17% | -1.72K shares | -348K | 19.36K | |
| Q1 2022 | share | Decrease | -3.69% | -809 shares | -221K | 21.08K | |
| Q4 2021 | share | Increase | +12.70% | 2.46K shares | 230K | 21.89K | |
| Q3 2021 | share | Increase | +10.12% | 1.78K shares | 133K | 19.43K | |
| Q2 2021 | share | Increase | +9.28% | 1.49K shares | 203K | 17.64K | |
| Q1 2021 | share | Decrease | -27.70% | -6.18K shares | -321K | 16.14K | |
| Q4 2020 | share | Increase | 0.00% | 22.33K shares | 1.25M | 22.33K |