Creative Planning’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
Q1 | – | Sell |
-12,125
| Closed | -$317K | – | 1949 |
|
|
2019
Q4 | $317K | Buy |
+12,125
| New | +$317K | ﹤0.01% | 1364 |
|
|
2017
Q3 | – | Sell |
-4,080
| Closed | -$86K | – | 3798 |
|
|
2017
Q2 | $86K | Buy |
4,080
+480
| +13% | +$10.1K | ﹤0.01% | 2084 |
|
|
2017
Q1 | $62K | Sell |
3,600
-1,500
| -29% | -$25.8K | ﹤0.01% | 2301 |
|
|
2016
Q4 | $75K | Hold |
5,100
| – | – | ﹤0.01% | 2045 |
|
|
2016
Q3 | $57K | Sell |
5,100
-1,000
| -16% | -$11.2K | ﹤0.01% | 2248 |
|
|
2016
Q2 | $63K | Buy |
6,100
+2,500
| +69% | +$25.8K | ﹤0.01% | 1970 |
|
|
2016
Q1 | $19K | Buy |
3,600
+500
| +16% | +$2.64K | ﹤0.01% | 2786 |
|
|
2015
Q4 | $30K | Buy |
3,100
+2,940
| +1,838% | +$28.5K | ﹤0.01% | 2518 |
|
|
2015
Q3 | $2K | Buy |
+160
| New | +$2K | ﹤0.01% | 3911 |
|
|
2015
Q2 | – | Sell |
-175
| Closed | -$2K | – | 3065 |
|
|
2015
Q1 | $2K | Buy |
175
+40
| +30% | +$457 | ﹤0.01% | 3814 |
|
|
2014
Q4 | $2K | Buy |
135
+75
| +125% | +$1.11K | ﹤0.01% | 3763 |
|
|
2014
Q3 | $1K | Buy |
60
+25
| +71% | +$417 | ﹤0.01% | 3756 |
|
|
2014
Q2 | $1K | Sell |
35
-76
| -68% | -$2.17K | ﹤0.01% | 3560 |
|
|
2014
Q1 | $2K | Buy |
111
+76
| +217% | +$1.37K | ﹤0.01% | 3303 |
|
|
2013
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 3239 |
|
|
2013
Q3 | $1K | Sell |
35
-100
| -74% | -$2.86K | ﹤0.01% | 3131 |
|
|
2013
Q2 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 2749 |
|