BlackRock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.04M | Buy |
70,547
+21,756
| +45% | +$321K | ﹤0.01% | 2098 |
|
|
2016
Q3 | $547K | Sell |
48,791
-11,209
| -19% | -$126K | ﹤0.01% | 2271 |
|
|
2016
Q2 | $620K | Buy |
60,000
+19,133
| +47% | +$198K | ﹤0.01% | 2171 |
|
|
2016
Q1 | $211K | Buy |
40,867
+3,554
| +10% | +$18.4K | ﹤0.01% | 2545 |
|
|
2015
Q4 | $366K | Buy |
37,313
+859
| +2% | +$8.43K | ﹤0.01% | 2306 |
|
|
2015
Q3 | $502K | Sell |
36,454
-581
| -2% | -$8K | ﹤0.01% | 2185 |
|
|
2015
Q2 | $598K | Sell |
37,035
-51,690
| -58% | -$835K | ﹤0.01% | 2190 |
|
|
2015
Q1 | $1.21M | Sell |
88,725
-13,335
| -13% | -$182K | ﹤0.01% | 1760 |
|
|
2014
Q4 | $1.41M | Sell |
102,060
-15,817
| -13% | -$219K | ﹤0.01% | 1662 |
|
|
2014
Q3 | $1.8M | Buy |
117,877
+22,411
| +23% | +$341K | ﹤0.01% | 1451 |
|
|
2014
Q2 | $1.8M | Sell |
95,466
-23,077
| -19% | -$436K | ﹤0.01% | 1492 |
|
|
2014
Q1 | $2.34M | Buy |
118,543
+47,397
| +67% | +$934K | ﹤0.01% | 1447 |
|
|
2013
Q4 | $2.08M | Buy |
71,146
+36,825
| +107% | +$1.07M | ﹤0.01% | 1485 |
|
|
2013
Q3 | $789K | Buy |
34,321
+9,295
| +37% | +$214K | ﹤0.01% | 2024 |
|
|
2013
Q2 | $464K | Buy |
+25,026
| New | +$464K | ﹤0.01% | 2059 |
|