Clark Estates Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-168,000
| Closed | -$2.31M | – | 125 |
|
|
2015
Q3 | $2.31M | Hold |
168,000
| – | – | 0.4% | 68 |
|
|
2015
Q2 | $2.71M | Hold |
168,000
| – | – | 0.44% | 57 |
|
|
2015
Q1 | $2.3M | Hold |
168,000
| – | – | 0.37% | 75 |
|
|
2014
Q4 | $2.33M | Buy |
168,000
+48,000
| +40% | +$665K | 0.35% | 80 |
|
|
2014
Q3 | $1.83M | Hold |
120,000
| – | – | 0.29% | 83 |
|
|
2014
Q2 | $2.26M | Buy |
+120,000
| New | +$2.26M | 0.32% | 70 |
|
|
2013
Q3 | – | Sell |
-91,000
| Closed | -$1.69M | – | 137 |
|
|
2013
Q2 | $1.69M | Buy |
+91,000
| New | +$1.69M | 0.29% | 72 |
|