Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10
| Closed | – | – | 917 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 964 |
|
|
2014
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 966 |
|
|
2014
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 936 |
|
|
2013
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 911 |
|
|
2013
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 867 |
|
|
2013
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 707 |
|