Acrospire Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,631
| Closed | -$56K | – | 1570 |
|
|
2017
Q2 | $56K | Sell |
2,631
-4,000
| -60% | -$85.1K | 0.05% | 750 |
|
|
2017
Q1 | $115K | Sell |
6,631
-2,789
| -30% | -$48.4K | 0.1% | 242 |
|
|
2016
Q4 | $139K | Buy |
+9,420
| New | +$139K | 0.06% | 671 |
|
|
2016
Q3 | – | Sell |
-17,299
| Closed | -$179K | – | 2210 |
|
|
2016
Q2 | $179K | Buy |
17,299
+988
| +6% | +$10.2K | 0.13% | 129 |
|
|
2016
Q1 | $84K | Buy |
+16,311
| New | +$84K | 0.06% | 448 |
|