Asset Management One’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-69,700
| Closed | -$1.72M | – | 1129 |
|
|
2018
Q1 | $1.72M | Buy |
+69,700
| New | +$1.72M | ﹤0.01% | 835 |
|
|
2017
Q4 | – | Sell |
-9,991
| Closed | -$254K | – | 1057 |
|
|
2017
Q3 | $254K | Hold |
9,991
| – | – | ﹤0.01% | 947 |
|
|
2017
Q2 | $215K | Sell |
9,991
-25,281
| -72% | -$544K | ﹤0.01% | 927 |
|
|
2017
Q1 | $619K | Sell |
35,272
-21,146
| -37% | -$371K | ﹤0.01% | 891 |
|
|
2016
Q4 | $855K | Sell |
56,418
-18,024
| -24% | -$273K | ﹤0.01% | 835 |
|
|
2016
Q3 | $834K | Sell |
74,442
-8,171
| -10% | -$91.5K | 0.01% | 916 |
|
|
2016
Q2 | $850K | Buy |
82,613
+6,213
| +8% | +$63.9K | 0.01% | 900 |
|
|
2016
Q1 | $378K | Sell |
76,400
-7,181
| -9% | -$35.5K | 0.01% | 1126 |
|
|
2015
Q4 | $842K | Buy |
83,581
+44,136
| +112% | +$445K | 0.01% | 914 |
|
|
2015
Q3 | $530K | Sell |
39,445
-4,083
| -9% | -$54.9K | 0.01% | 1042 |
|
|
2015
Q2 | $702K | Buy |
43,528
+516
| +1% | +$8.32K | 0.01% | 1003 |
|
|
2015
Q1 | $593K | Buy |
43,012
+13,460
| +46% | +$186K | 0.01% | 1050 |
|
|
2014
Q4 | $408K | Buy |
+29,552
| New | +$408K | 0.01% | 1076 |
|
|
2014
Q1 | – | Sell |
-38,765
| Closed | -$1.13M | – | 1176 |
|
|
2013
Q4 | $1.13M | Buy |
+38,765
| New | +$1.13M | 0.02% | 691 |
|