Aperio Group’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $195K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $175K | Buy |
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|
2020
Q1 | $173K | Sell |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $322K | Sell |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $585K | Sell |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $627K | Buy |
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|
2018
Q2 | $567K | Buy |
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|
2018
Q1 | $376K | Buy |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $288K | Buy |
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|
2017
Q1 | $227K | Buy |
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|
2016
Q4 | $177K | Buy |
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|
2016
Q3 | $121K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $190K | Sell |
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|
2015
Q2 | $224K | Buy |
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|
2015
Q1 | $158K | Buy |
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