AVANTAX PLANNING PARTNERS, INC. – Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
875,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-14.18%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.93% | 343 shares | -136K | 37.37K | |
| Q2 2022 | share | Decrease | -0.31% | -116 shares | -121K | 37.03K | |
| Q1 2022 | share | Decrease | -18.74% | -8.57K shares | -344K | 37.15K | |
| Q4 2021 | share | Increase | +6.48% | 2.78K shares | 22K | 45.72K | |
| Q3 2021 | share | Increase | +3.66% | 1.51K shares | -83K | 42.93K | |
| Q2 2021 | share | Increase | +2.28% | 925 shares | 115K | 41.42K | |
| Q1 2021 | share | Increase | +32.60% | 9.95K shares | 400K | 40.49K | |
| Q4 2020 | share | Increase | 0.00% | 30.54K shares | 1.02M | 30.54K |