American Century Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,171
| Closed | -$185K | – | 1879 |
|
|
2020
Q2 | $185K | Sell |
16,171
-43,771
| -73% | -$501K | ﹤0.01% | 1611 |
|
|
2020
Q1 | $722K | Hold |
59,942
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q4 | $1.57M | Sell |
59,942
-176,680
| -75% | -$4.62M | ﹤0.01% | 1000 |
|
|
2019
Q3 | $5.12M | Buy |
236,622
+29,935
| +14% | +$648K | 0.01% | 784 |
|
|
2019
Q2 | $6.28M | Buy |
206,687
+2,813
| +1% | +$85.4K | 0.01% | 764 |
|
|
2019
Q1 | $6.81M | Sell |
203,874
-56,266
| -22% | -$1.88M | 0.01% | 728 |
|
|
2018
Q4 | $6.93M | Buy |
260,140
+60,900
| +31% | +$1.62M | 0.01% | 704 |
|
|
2018
Q3 | $8.02M | Buy |
199,240
+2,253
| +1% | +$90.7K | 0.01% | 718 |
|
|
2018
Q2 | $7.29M | Sell |
196,987
-84,508
| -30% | -$3.13M | 0.01% | 747 |
|
|
2018
Q1 | $6.93M | Buy |
281,495
+783
| +0.3% | +$19.3K | 0.01% | 740 |
|
|
2017
Q4 | $6.2M | Sell |
280,712
-31,185
| -10% | -$689K | 0.01% | 802 |
|
|
2017
Q3 | $7.89M | Buy |
311,897
+131,575
| +73% | +$3.33M | 0.01% | 717 |
|
|
2017
Q2 | $3.82M | Buy |
+180,322
| New | +$3.82M | ﹤0.01% | 915 |
|