AVANTAX PLANNING PARTNERS, INC. – Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$31.63M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.59% | 69.57K shares | -1.54M | $28.13 | 1.12M |
| Q2 2022 | share | Decrease | -18.60% | -241.10K shares | -14.41M | $31.45 | 1.05M |
| Q1 2022 | share | Increase | +12.30% | 141.95K shares | 2.73M | $36.72 | 1.29M |
| Q4 2021 | share | Increase | +3.99% | 44.24K shares | 1.90M | $38.93 | 1.15M |
| Q3 2021 | share | Increase | +11.02% | 110.16K shares | 3.51M | $38.7 | 1.10M |
| Q2 2021 | share | Increase | +5.64% | 53.37K shares | 3.83M | $39.45 | 999.76K |
| Q1 2021 | share | Increase | +31.43% | 226.33K shares | 9.67M | $37.3 | 946.39K |
| Q4 2020 | share | Increase | 0.00% | 720.05K shares | 25.92M | $35.7 | 720.05K |
| Q4 2018 | share | Decrease | -12.22% | -27.21K shares | -1.92M | $26.67 | 195.58K |
| Q3 2018 | share | Increase | +7.81% | 16.14K shares | 641K | $30.64 | 222.80K |
| Q2 2018 | share | Increase | +8.24% | 15.73K shares | 394K | $30.2 | 206.66K |
| Q1 2018 | share | Increase | +37.32% | 51.88K shares | 1.69M | $30.81 | 190.92K |
| Q4 2017 | share | Decrease | -6.40% | -9.5K shares | -235K | $31.13 | 139.04K |
| Q3 2017 | share | Increase | +14.47% | 18.77K shares | 848K | $29.88 | 148.54K |
| Q2 2017 | share | Increase | +52.84% | 44.86K shares | 1.58M | $28.37 | 129.76K |
| Q1 2017 | share | Increase | +2.99% | 2.46K shares | 254K | $26.67 | 84.90K |
| Q4 2016 | share | Increase | 0.00% | 82.43K shares | 2.28M | $24.71 | 82.43K |