Eagle Asset Management’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 |
-179,581
| Closed | -$3.89M | – | 663 |
|
|
2019
Q3 | $3.89M | Sell |
179,581
-17,369
| -9% | -$376K | 0.02% | 444 |
|
|
2019
Q2 | $5.98M | Sell |
196,950
-22,925
| -10% | -$696K | 0.03% | 384 |
|
|
2019
Q1 | $7.34M | Sell |
219,875
-3,927
| -2% | -$131K | 0.04% | 349 |
|
|
2018
Q4 | $5.96M | Buy |
223,802
+144
| +0.1% | +$3.84K | 0.04% | 357 |
|
|
2018
Q3 | $9M | Buy |
223,658
+46,605
| +26% | +$1.88M | 0.04% | 353 |
|
|
2018
Q2 | $6.55M | Sell |
177,053
-124,193
| -41% | -$4.59M | 0.04% | 391 |
|
|
2018
Q1 | $7.41M | Buy |
301,246
+23,570
| +8% | +$580K | 0.04% | 355 |
|
|
2017
Q4 | $6.14M | Buy |
277,676
+70,355
| +34% | +$1.55M | 0.03% | 399 |
|
|
2017
Q3 | $5.32M | Buy |
207,321
+7,612
| +4% | +$195K | 0.03% | 427 |
|
|
2017
Q2 | $4.23M | Buy |
+199,709
| New | +$4.23M | 0.03% | 447 |
|