AVANTAX PLANNING PARTNERS, INC. – Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
6.98M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.71% | 35.55K shares | 1.14M | 185.50K | |
| Q2 2022 | share | Decrease | -13.91% | -24.23K shares | -1.89M | 149.95K | |
| Q1 2022 | share | Increase | +10.59% | 16.68K shares | 751K | 174.19K | |
| Q4 2021 | share | Decrease | -1.28% | -2.03K shares | 374K | 157.50K | |
| Q3 2021 | share | Decrease | -33.41% | -80.05K shares | -3.43M | 159.54K | |
| Q2 2021 | share | Increase | +61.40% | 91.15K shares | 4.05M | 239.6K | |
| Q1 2021 | share | Decrease | -4.96% | -7.74K shares | 563K | 148.44K | |
| Q4 2020 | share | Increase | 0.00% | 156.19K shares | 5.43M | 156.19K | |
| Q4 2018 | share | Decrease | -3.73% | -5.20K shares | -899K | 134.61K | |
| Q3 2018 | share | Increase | +2.11% | 2.89K shares | 255K | 139.81K | |
| Q2 2018 | share | Increase | +3.38% | 4.47K shares | 383K | 136.92K | |
| Q1 2018 | share | Increase | +20.54% | 22.57K shares | 642K | 132.45K | |
| Q4 2017 | share | Increase | +2.36% | 2.53K shares | 301K | 109.88K | |
| Q3 2017 | share | Increase | +3.50% | 3.62K shares | 196K | 107.34K | |
| Q2 2017 | share | Increase | +6.13% | 5.99K shares | 203K | 103.72K | |
| Q1 2017 | share | Increase | +6.96% | 6.36K shares | 303K | 97.72K | |
| Q4 2016 | share | Increase | 0.00% | 91.36K shares | 2.87M | 91.36K |