Carillon Tower Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-108,836
| Closed | -$1.03M | – | 497 |
|
|
2020
Q3 | $1.03M | Sell |
108,836
-4,589
| -4% | -$43.2K | 0.01% | 434 |
|
|
2020
Q2 | $1.3M | Sell |
113,425
-3,900
| -3% | -$44.5K | 0.01% | 453 |
|
|
2020
Q1 | $1.41M | Sell |
117,325
-11,600
| -9% | -$140K | 0.01% | 425 |
|
|
2019
Q4 | $3.37M | Sell |
128,925
-4,400
| -3% | -$115K | 0.02% | 426 |
|
|
2019
Q3 | $2.89M | Buy |
133,325
+6,800
| +5% | +$147K | 0.02% | 436 |
|
|
2019
Q2 | $3.84M | Buy |
126,525
+2,575
| +2% | +$78.2K | 0.03% | 408 |
|
|
2019
Q1 | $4.14M | Buy |
+123,950
| New | +$4.14M | 0.03% | 398 |
|