AVANTAX PLANNING PARTNERS, INC. – S&P Global Inc. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$592,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.27% | -45 shares | -77K | $305.35 | 1.94K |
| Q2 2022 | share | Decrease | -0.55% | -11 shares | -150K | $337.06 | 1.98K |
| Q1 2022 | share | Increase | +4.07% | 78 shares | -86K | $410.18 | 1.99K |
| Q4 2021 | share | Increase | +1.97% | 37 shares | 106K | $470.48 | 1.91K |
| Q3 2021 | share | Increase | +1.84% | 34 shares | 41K | $424.19 | 1.88K |
| Q2 2021 | share | Increase | 0.00% | 1.84K shares | 758K | $409.05 | 1.84K |
| Q4 2018 | share | Decrease | -100.00% | -130 shares | -25K | $165.57 | 0 |
| Q3 2018 | share | Increase | 0.00% | 130 shares | 25K | $189.84 | 130 |
| Q2 2018 | share | Decrease | -100.00% | -257 shares | -49K | $197.61 | 0 |
| Q1 2018 | share | Increase | 0.00% | 257 shares | 49K | $184.71 | 257 |
| Q4 2017 | share | Decrease | -100.00% | -1.99K shares | -312K | $163.35 | 0 |
| Q3 2017 | share | Increase | +1.32% | 26 shares | 25K | $150.35 | 1.99K |
| Q2 2017 | share | 0.00% | 0 shares | 30K | $140.04 | 1.96K | |
| Q1 2017 | share | Decrease | -0.76% | -15 shares | 44K | $125.05 | 1.96K |
| Q4 2016 | share | Increase | 0.00% | 1.98K shares | 213K | $102.54 | 1.98K |