AVANTAX PLANNING PARTNERS, INC. – Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
575,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-7.35%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.86% | -1.97K shares | -106K | 20.25K | |
| Q2 2022 | share | Decrease | -13.76% | -3.54K shares | -247K | 22.22K | |
| Q1 2022 | share | Increase | +0.59% | 151 shares | -19K | 25.77K | |
| Q4 2021 | share | Increase | +3.79% | 935 shares | 51K | 25.62K | |
| Q3 2021 | share | Increase | +3.31% | 790 shares | 29K | 24.69K | |
| Q2 2021 | share | Increase | +2.74% | 637 shares | 66K | 23.9K | |
| Q1 2021 | share | Decrease | -7.48% | -1.88K shares | 45K | 23.26K | |
| Q4 2020 | share | Increase | 0.00% | 25.14K shares | 756K | 25.14K |