Axa’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,490
| Closed | -$122K | – | 1438 |
|
|
2015
Q4 | $122K | Sell |
12,490
-50,310
| -80% | -$491K | ﹤0.01% | 1226 |
|
|
2015
Q3 | $865K | Buy |
62,800
+13,700
| +28% | +$189K | ﹤0.01% | 937 |
|
|
2015
Q2 | $793K | Buy |
49,100
+17,100
| +53% | +$276K | ﹤0.01% | 1003 |
|
|
2015
Q1 | $437K | Sell |
32,000
-50,400
| -61% | -$688K | ﹤0.01% | 1133 |
|
|
2014
Q4 | $1.14M | Buy |
82,400
+19,300
| +31% | +$267K | ﹤0.01% | 930 |
|
|
2014
Q3 | $961K | Buy |
63,100
+27,700
| +78% | +$422K | ﹤0.01% | 920 |
|
|
2014
Q2 | $668K | Buy |
35,400
+22,900
| +183% | +$432K | ﹤0.01% | 1014 |
|
|
2014
Q1 | $246K | Buy |
+12,500
| New | +$246K | ﹤0.01% | 1194 |
|