C.M. Bidwell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,510
| Closed | -$199K | – | 629 |
|
|
2021
Q2 | $199K | Buy |
+11,510
| New | +$199K | 0.13% | 147 |
|
|
2017
Q4 | – | Sell |
-410
| Closed | -$10K | – | 460 |
|
|
2017
Q3 | $10K | Sell |
410
-8,045
| -95% | -$196K | 0.02% | 213 |
|
|
2017
Q2 | $179K | Buy |
+8,455
| New | +$179K | 0.04% | 156 |
|
|
2015
Q1 | – | Sell |
-12,425
| Closed | -$172K | – | 270 |
|
|
2014
Q4 | $172K | Sell |
12,425
-15,395
| -55% | -$213K | 0.04% | 165 |
|
|
2014
Q3 | $424K | Buy |
+27,820
| New | +$424K | 0.1% | 101 |
|
|
2014
Q2 | – | Sell |
-7,365
| Closed | -$145K | – | 297 |
|
|
2014
Q1 | $145K | Sell |
7,365
-420
| -5% | -$8.27K | 0.03% | 177 |
|
|
2013
Q4 | $227K | Sell |
7,785
-2,095
| -21% | -$61.1K | 0.06% | 145 |
|
|
2013
Q3 | $227K | Sell |
9,880
-1,500
| -13% | -$34.5K | 0.06% | 137 |
|
|
2013
Q2 | $211K | Buy |
+11,380
| New | +$211K | 0.06% | 123 |
|