Deere & Company’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 |
-13,636
| Closed | -$188K | – | 1017 |
|
|
2015
Q3 | $188K | Hold |
13,636
| – | – | 0.01% | 866 |
|
|
2015
Q2 | $220K | Hold |
13,636
| – | – | 0.01% | 868 |
|
|
2015
Q1 | $186K | Sell |
13,636
-374
| -3% | -$5.1K | 0.01% | 916 |
|
|
2014
Q4 | $194K | Buy |
+14,010
| New | +$194K | 0.01% | 900 |
|
|
2014
Q1 | – | Sell |
-52,206
| Closed | -$1.52M | – | 1072 |
|
|
2013
Q4 | $1.52M | Sell |
52,206
-8,429
| -14% | -$246K | 0.08% | 272 |
|
|
2013
Q3 | $1.39M | Buy |
+60,635
| New | +$1.39M | 0.08% | 265 |
|