DekaBank Deutsche Girozentrale’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
Q2 | – | Sell |
-3,500
| Closed | -$84K | – | 1250 |
|
|
2018
Q1 | $84K | Hold |
3,500
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q4 | $82K | Hold |
3,500
| – | – | ﹤0.01% | 998 |
|
|
2017
Q3 | $82K | Buy |
3,500
+1,633
| +87% | +$38.3K | ﹤0.01% | 1005 |
|
|
2017
Q2 | $40K | Hold |
1,867
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q1 | $33K | Buy |
+1,867
| New | +$33K | ﹤0.01% | 946 |
|