ClariVest Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $997K | Sell |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $3.41M | Sell |
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|
2019
Q1 | $3.78M | Sell |
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|
2018
Q4 | $7.68M | Buy |
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|
2018
Q3 | $8M | Sell |
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|
2018
Q2 | $15M | Sell |
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|
2018
Q1 | $12.3M | Sell |
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|
2017
Q4 | $12.8M | Buy |
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|
2017
Q3 | $13M | Buy |
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|
2017
Q2 | $10.8M | Buy |
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|
2017
Q1 | $6.26M | Buy |
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|
2016
Q4 | $4.66M | Buy |
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|
2016
Q3 | $3.45M | Sell |
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|
2016
Q2 | $5.23M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $423K | Sell |
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|
2013
Q3 | $785K | Buy |
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