Crossmark Global Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,010
| Closed | -$260K | – | 1446 |
|
|
2019
Q3 | $260K | Sell |
12,010
-150
| -1% | -$3.25K | 0.01% | 1128 |
|
|
2019
Q2 | $369K | Sell |
12,160
-486
| -4% | -$14.7K | 0.01% | 979 |
|
|
2019
Q1 | $422K | Sell |
12,646
-60
| -0.5% | -$2K | 0.01% | 913 |
|
|
2018
Q4 | $338K | Buy |
12,706
+5,440
| +75% | +$145K | 0.01% | 999 |
|
|
2018
Q3 | $292K | Buy |
7,266
+80
| +1% | +$3.22K | 0.01% | 1340 |
|
|
2018
Q2 | $266K | Buy |
+7,186
| New | +$266K | 0.01% | 1390 |
|
|
2017
Q4 | – | Sell |
-8,066
| Closed | -$204K | – | 1681 |
|
|
2017
Q3 | $204K | Buy |
+8,066
| New | +$204K | 0.01% | 1554 |
|
|
2016
Q3 | $204K | Buy |
+8,066
| New | +$204K | 0.01% | 1554 |
|