Elkfork Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $344K | Hold |
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|
2018
Q4 | $275K | Buy |
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|
2018
Q3 | $413K | Buy |
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|
2018
Q2 | $299K | Hold |
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|
2018
Q1 | $199K | Hold |
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|
2017
Q4 | $179K | Buy |
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|
2017
Q3 | $160K | Buy |
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|
2017
Q2 | $114K | Buy |
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|
2017
Q1 | $48K | Buy |
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