Amundi Asset Management US’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 |
-78,627
| Closed | -$898K | – | 1638 |
|
|
2020
Q2 | $898K | Hold |
78,627
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q1 | $947K | Buy |
+78,627
| New | +$947K | ﹤0.01% | 1102 |
|
|
2019
Q3 | – | Sell |
-20,359
| Closed | -$618K | – | 1695 |
|
|
2019
Q2 | $618K | Hold |
20,359
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q1 | $680K | Hold |
20,359
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q4 | $542 | Hold |
20,359
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q3 | $819K | Buy |
20,359
+3,000
| +17% | +$121K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $642K | Buy |
17,359
+400
| +2% | +$14.8K | ﹤0.01% | 1316 |
|
|
2018
Q1 | $417K | Hold |
16,959
| – | – | ﹤0.01% | 1294 |
|
|
2017
Q4 | $375K | Buy |
+16,959
| New | +$375K | ﹤0.01% | 1313 |
|