Affinity Investment Advisors’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 | – | Sell |
-14,262
| Closed | -$309K | – | 150 |
|
|
2019
Q3 | $309K | Buy |
14,262
+67
| +0.5% | +$1.45K | 0.1% | 120 |
|
|
2019
Q2 | $431K | Buy |
14,195
+541
| +4% | +$16.4K | 0.12% | 101 |
|
|
2019
Q1 | $456K | Sell |
13,654
-1,337
| -9% | -$44.7K | 0.09% | 86 |
|
|
2018
Q4 | $399K | Hold |
14,991
| – | – | 0.07% | 92 |
|
|
2018
Q3 | $603K | Buy |
14,991
+1,374
| +10% | +$55.3K | 0.08% | 80 |
|
|
2018
Q2 | $504K | Sell |
13,617
-67
| -0.5% | -$2.48K | 0.07% | 113 |
|
|
2018
Q1 | $337K | Buy |
13,684
+1,998
| +17% | +$49.2K | 0.04% | 149 |
|
|
2017
Q4 | $258K | Buy |
11,686
+115
| +1% | +$2.54K | 0.03% | 154 |
|
|
2017
Q3 | $293K | Hold |
11,571
| – | – | 0.03% | 130 |
|
|
2017
Q2 | $245K | Buy |
+11,571
| New | +$245K | 0.03% | 143 |
|