Advisors Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,235
| Closed | -$61K | – | 1878 |
|
|
2015
Q4 | $61K | Sell |
6,235
-1,725
| -22% | -$16.9K | ﹤0.01% | 1668 |
|
|
2015
Q3 | $110K | Sell |
7,960
-598
| -7% | -$8.26K | ﹤0.01% | 1499 |
|
|
2015
Q2 | $138K | Sell |
8,558
-4,188
| -33% | -$67.5K | ﹤0.01% | 1464 |
|
|
2015
Q1 | $174K | Sell |
12,746
-3,566
| -22% | -$48.7K | ﹤0.01% | 1382 |
|
|
2014
Q4 | $226K | Sell |
16,312
-1,139
| -7% | -$15.8K | ﹤0.01% | 1288 |
|
|
2014
Q3 | $266K | Sell |
17,451
-1,720
| -9% | -$26.2K | ﹤0.01% | 1229 |
|
|
2014
Q2 | $362K | Buy |
19,171
+5,291
| +38% | +$99.9K | 0.01% | 1131 |
|
|
2014
Q1 | $273K | Buy |
13,880
+10,326
| +291% | +$203K | ﹤0.01% | 1180 |
|
|
2013
Q4 | $104K | Sell |
3,554
-1,324
| -27% | -$38.7K | ﹤0.01% | 1396 |
|
|
2013
Q3 | $112K | Buy |
4,878
+2,367
| +94% | +$54.3K | ﹤0.01% | 1315 |
|
|
2013
Q2 | $47K | Buy |
+2,511
| New | +$47K | ﹤0.01% | 1555 |
|