First Hawaiian Bank’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 |
-10,500
| Closed | -$227K | – | 876 |
|
|
2019
Q3 | $227K | Hold |
10,500
| – | – | 0.01% | 715 |
|
|
2019
Q2 | $319K | Buy |
10,500
+2,290
| +28% | +$69.6K | 0.02% | 622 |
|
|
2019
Q1 | $274K | Sell |
8,210
-1,048
| -11% | -$35K | 0.01% | 643 |
|
|
2018
Q4 | $247K | Hold |
9,258
| – | – | 0.01% | 644 |
|
|
2018
Q3 | $373K | Buy |
+9,258
| New | +$373K | 0.02% | 561 |
|