Emerald Mutual Fund Advisers Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,585
| Closed | -$68K | – | 320 |
|
|
2019
Q4 | $68K | Buy |
+2,585
| New | +$68K | ﹤0.01% | 244 |
|
|
2019
Q3 | – | Sell |
-52,702
| Closed | -$1.6M | – | 221 |
|
|
2019
Q2 | $1.6M | Sell |
52,702
-387
| -0.7% | -$11.8K | 0.06% | 183 |
|
|
2019
Q1 | $1.77M | Buy |
+53,089
| New | +$1.77M | 0.07% | 189 |
|
|
2018
Q4 | – | Sell |
-42,460
| Closed | -$1.71M | – | 241 |
|
|
2018
Q3 | $1.71M | Hold |
42,460
| – | – | 0.06% | 220 |
|
|
2018
Q2 | $1.57M | Buy |
+42,460
| New | +$1.57M | 0.06% | 212 |
|