D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,219
| Closed | -$250K | – | 1182 |
|
|
2018
Q3 | $250K | Buy |
+6,219
| New | +$250K | ﹤0.01% | 987 |
|
|
2015
Q1 | – | Sell |
-18,945
| Closed | -$262K | – | 2180 |
|
|
2014
Q4 | $262K | Sell |
18,945
-1,632
| -8% | -$22.6K | 0.01% | 774 |
|
|
2014
Q3 | $313K | Sell |
20,577
-2,738
| -12% | -$41.6K | 0.01% | 725 |
|
|
2014
Q2 | $439K | Sell |
23,315
-1,166
| -5% | -$22K | 0.01% | 633 |
|
|
2014
Q1 | $482K | Sell |
24,481
-543
| -2% | -$10.7K | 0.02% | 613 |
|
|
2013
Q4 | $729K | Sell |
25,024
-655
| -3% | -$19.1K | 0.03% | 488 |
|
|
2013
Q3 | $590K | Buy |
25,679
+25,436
| +10,467% | +$584K | 0.03% | 462 |
|
|
2013
Q2 | $4K | Buy |
+243
| New | +$4K | ﹤0.01% | 1565 |
|