BlackRock Advisors’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
Q4 | $337K | Buy |
22,871
+1,423
| +7% | +$21K | ﹤0.01% | 2384 |
|
|
2016
Q3 | $240K | Buy |
21,448
+2,099
| +11% | +$23.5K | ﹤0.01% | 2527 |
|
|
2016
Q2 | $200K | Sell |
19,349
-592
| -3% | -$6.12K | ﹤0.01% | 2566 |
|
|
2016
Q1 | $103K | Buy |
19,941
+1,658
| +9% | +$8.56K | ﹤0.01% | 2852 |
|
|
2015
Q4 | $179K | Sell |
18,283
-24,341
| -57% | -$238K | ﹤0.01% | 2595 |
|
|
2015
Q3 | $587K | Sell |
42,624
-8,045
| -16% | -$111K | ﹤0.01% | 2052 |
|
|
2015
Q2 | $818K | Sell |
50,669
-96,222
| -66% | -$1.55M | ﹤0.01% | 1779 |
|
|
2015
Q1 | $2.01M | Sell |
146,891
-229,671
| -61% | -$3.14M | ﹤0.01% | 1197 |
|
|
2014
Q4 | $5.22M | Sell |
376,562
-33,301
| -8% | -$461K | 0.01% | 944 |
|
|
2014
Q3 | $6.25M | Sell |
409,863
-713
| -0.2% | -$10.9K | 0.01% | 900 |
|
|
2014
Q2 | $7.75M | Sell |
410,576
-11,091
| -3% | -$209K | 0.01% | 838 |
|
|
2014
Q1 | $8.3M | Buy |
421,667
+263,692
| +167% | +$5.19M | 0.01% | 838 |
|
|
2013
Q4 | $4.61M | Buy |
157,975
+125,341
| +384% | +$3.66M | ﹤0.01% | 979 |
|
|
2013
Q3 | $750K | Buy |
32,634
+7,595
| +30% | +$175K | ﹤0.01% | 1605 |
|
|
2013
Q2 | $464K | Buy |
+25,039
| New | +$464K | ﹤0.01% | 1877 |
|