Elkfork Partners’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
Q3 | $223K | Hold |
10,302
| – | – | 0.01% | 799 |
|
|
2019
Q2 | $313K | Hold |
10,302
| – | – | 0.01% | 718 |
|
|
2019
Q1 | $344K | Hold |
10,302
| – | – | 0.01% | 662 |
|
|
2018
Q4 | $275K | Buy |
10,302
+34
| +0.3% | +$908 | 0.01% | 693 |
|
|
2018
Q3 | $413K | Buy |
10,268
+2,176
| +27% | +$87.5K | 0.01% | 648 |
|
|
2018
Q2 | $299K | Hold |
8,092
| – | – | 0.01% | 678 |
|
|
2018
Q1 | $199K | Hold |
8,092
| – | – | 0.01% | 791 |
|
|
2017
Q4 | $179K | Buy |
8,092
+1,768
| +28% | +$39.1K | ﹤0.01% | 816 |
|
|
2017
Q3 | $160K | Buy |
6,324
+952
| +18% | +$24.1K | ﹤0.01% | 788 |
|
|
2017
Q2 | $114K | Buy |
5,372
+2,618
| +95% | +$55.6K | ﹤0.01% | 832 |
|
|
2017
Q1 | $48K | Buy |
+2,754
| New | +$48K | ﹤0.01% | 902 |
|