Advisory Services Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,003
| Closed | -$121K | – | 2711 |
|
|
2018
Q3 | $121K | Buy |
3,003
+302
| +11% | +$12.2K | 0.01% | 907 |
|
|
2018
Q2 | $103K | Buy |
+2,701
| New | +$103K | 0.01% | 937 |
|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$30K | – | 2452 |
|
|
2017
Q2 | $30K | Sell |
1,400
-1,640
| -54% | -$35.1K | ﹤0.01% | 1214 |
|
|
2017
Q1 | $53K | Buy |
+3,040
| New | +$53K | 0.01% | 983 |
|
|
2016
Q3 | $45K | Sell |
4,000
-1,000
| -20% | -$11.3K | 0.01% | 894 |
|
|
2016
Q2 | $52K | Hold |
5,000
| – | – | 0.01% | 776 |
|
|
2016
Q1 | $26K | Buy |
+5,000
| New | +$26K | 0.01% | 858 |
|