BlackRock Investment Management’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 | $3.17M | Buy |
214,767
+33,838
| +19% | +$499K | ﹤0.01% | 1892 |
|
|
2016
Q3 | $2.03M | Sell |
180,929
-1,951
| -1% | -$21.8K | ﹤0.01% | 2144 |
|
|
2016
Q2 | $1.9M | Buy |
182,880
+4,610
| +3% | +$47.8K | ﹤0.01% | 2145 |
|
|
2016
Q1 | $920K | Buy |
178,270
+1,544
| +0.9% | +$7.97K | ﹤0.01% | 2534 |
|
|
2015
Q4 | $1.73M | Buy |
176,726
+253
| +0.1% | +$2.48K | ﹤0.01% | 2184 |
|
|
2015
Q3 | $2.43M | Buy |
176,473
+665
| +0.4% | +$9.16K | ﹤0.01% | 1929 |
|
|
2015
Q2 | $2.84M | Buy |
175,808
+12,174
| +7% | +$197K | ﹤0.01% | 1955 |
|
|
2015
Q1 | $2.24M | Buy |
163,634
+2,102
| +1% | +$28.7K | ﹤0.01% | 1936 |
|
|
2014
Q4 | $2.24M | Sell |
161,532
-2,100
| -1% | -$29.1K | ﹤0.01% | 1949 |
|
|
2014
Q3 | $2.49M | Buy |
163,632
+1,760
| +1% | +$26.8K | ﹤0.01% | 1825 |
|
|
2014
Q2 | $3.06M | Buy |
161,872
+15,005
| +10% | +$283K | ﹤0.01% | 1741 |
|
|
2014
Q1 | $2.89M | Buy |
146,867
+2,184
| +2% | +$43K | ﹤0.01% | 1773 |
|
|
2013
Q4 | $4.22M | Sell |
144,683
-1,287
| -0.9% | -$37.5K | 0.01% | 1463 |
|
|
2013
Q3 | $3.35M | Buy |
145,970
+3,559
| +2% | +$81.8K | 0.01% | 1561 |
|
|
2013
Q2 | $2.64M | Buy |
+142,411
| New | +$2.64M | ﹤0.01% | 1653 |
|