Advantage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3K | Hold |
142
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $4K | Hold |
142
| – | – | ﹤0.01% | 816 |
|
|
2019
Q1 | $5K | Sell |
142
-215
| -60% | -$7.57K | ﹤0.01% | 768 |
|
|
2018
Q4 | $10K | Buy |
357
+105
| +42% | +$2.94K | 0.01% | 659 |
|
|
2018
Q3 | $10K | Hold |
252
| – | – | 0.01% | 721 |
|
|
2018
Q2 | $9K | Hold |
252
| – | – | 0.01% | 676 |
|
|
2018
Q1 | $6K | Hold |
252
| – | – | ﹤0.01% | 783 |
|
|
2017
Q4 | $6K | Sell |
252
-222
| -47% | -$5.29K | ﹤0.01% | 800 |
|
|
2017
Q3 | $12K | Buy |
+474
| New | +$12K | ﹤0.01% | 663 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$3K | – | 1029 |
|
|
2016
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 805 |
|
|
2016
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 766 |
|
|
2016
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 796 |
|
|
2015
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 752 |
|
|
2015
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 693 |
|
|
2015
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 707 |
|
|
2015
Q1 | $4K | Buy |
300
+297
| +9,900% | +$3.96K | ﹤0.01% | 724 |
|
|
2014
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 790 |
|