Advisor Group’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
Q4 | $65K | Buy |
2,506
+259
| +12% | +$6.72K | ﹤0.01% | 3239 |
|
|
2019
Q3 | $48K | Buy |
2,247
+16
| +0.7% | +$342 | ﹤0.01% | 3422 |
|
|
2019
Q2 | $69K | Sell |
2,231
-12
| -0.5% | -$371 | ﹤0.01% | 3138 |
|
|
2019
Q1 | $75K | Sell |
2,243
-497
| -18% | -$16.6K | ﹤0.01% | 3091 |
|
|
2018
Q4 | $73K | Sell |
2,740
-10,119
| -79% | -$270K | ﹤0.01% | 2907 |
|
|
2018
Q3 | $518K | Buy |
12,859
+10,546
| +456% | +$425K | 0.01% | 1446 |
|
|
2018
Q2 | $86K | Hold |
2,313
| – | – | ﹤0.01% | 2649 |
|
|
2018
Q1 | $57K | Hold |
2,313
| – | – | ﹤0.01% | 2957 |
|
|
2017
Q4 | $51K | Sell |
2,313
-7,501
| -76% | -$165K | ﹤0.01% | 3069 |
|
|
2017
Q3 | $249K | Sell |
9,814
-365
| -4% | -$9.26K | ﹤0.01% | 1681 |
|
|
2017
Q2 | $215K | Buy |
10,179
+6,295
| +162% | +$133K | ﹤0.01% | 1731 |
|
|
2017
Q1 | $68K | Buy |
3,884
+3,718
| +2,240% | +$65.1K | ﹤0.01% | 2466 |
|
|
2016
Q4 | $2K | Buy |
166
+16
| +11% | +$193 | ﹤0.01% | 4258 |
|
|
2016
Q3 | $2K | Sell |
150
-165
| -52% | -$2.2K | ﹤0.01% | 4206 |
|
|
2016
Q2 | $2K | Buy |
+315
| New | +$2K | ﹤0.01% | 4128 |
|