Aperio Group’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
Q4 | $195K | Buy |
+12,282
| New | +$195K | ﹤0.01% | 2312 |
|
|
2020
Q3 | – | Sell |
-15,345
| Closed | -$175K | – | 2399 |
|
|
2020
Q2 | $175K | Buy |
15,345
+1,027
| +7% | +$11.7K | ﹤0.01% | 2202 |
|
|
2020
Q1 | $173K | Sell |
14,318
-742
| -5% | -$8.97K | ﹤0.01% | 2125 |
|
|
2019
Q4 | $394K | Buy |
15,060
+195
| +1% | +$5.1K | ﹤0.01% | 1934 |
|
|
2019
Q3 | $322K | Sell |
14,865
-3,080
| -17% | -$66.7K | ﹤0.01% | 1989 |
|
|
2019
Q2 | $545K | Buy |
17,945
+421
| +2% | +$12.8K | ﹤0.01% | 1742 |
|
|
2019
Q1 | $585K | Sell |
17,524
-1,077
| -6% | -$36K | ﹤0.01% | 1654 |
|
|
2018
Q4 | $496K | Buy |
18,601
+3,032
| +19% | +$80.8K | ﹤0.01% | 1681 |
|
|
2018
Q3 | $627K | Buy |
15,569
+235
| +2% | +$9.46K | ﹤0.01% | 1652 |
|
|
2018
Q2 | $567K | Buy |
15,334
+67
| +0.4% | +$2.48K | ﹤0.01% | 1691 |
|
|
2018
Q1 | $376K | Buy |
15,267
+2,113
| +16% | +$52K | ﹤0.01% | 1834 |
|
|
2017
Q4 | $291K | Buy |
13,154
+44
| +0.3% | +$973 | ﹤0.01% | 1953 |
|
|
2017
Q3 | $332K | Sell |
13,110
-484
| -4% | -$12.3K | ﹤0.01% | 1862 |
|
|
2017
Q2 | $288K | Buy |
13,594
+453
| +3% | +$9.6K | ﹤0.01% | 1923 |
|
|
2017
Q1 | $227K | Buy |
13,141
+1,147
| +10% | +$19.8K | ﹤0.01% | 1976 |
|
|
2016
Q4 | $177K | Buy |
11,994
+1,233
| +11% | +$18.2K | ﹤0.01% | 2027 |
|
|
2016
Q3 | $121K | Buy |
+10,761
| New | +$121K | ﹤0.01% | 2010 |
|
|
2015
Q4 | – | Sell |
-13,829
| Closed | -$190K | – | 2026 |
|
|
2015
Q3 | $190K | Sell |
13,829
-17
| -0.1% | -$234 | ﹤0.01% | 1774 |
|
|
2015
Q2 | $224K | Buy |
13,846
+2,284
| +20% | +$37K | ﹤0.01% | 1796 |
|
|
2015
Q1 | $158K | Buy |
+11,562
| New | +$158K | ﹤0.01% | 1871 |
|