First Manhattan’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 | – | Sell |
-40
| Closed | -$1K | – | 1425 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1366 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1335 |
|
|
2018
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1485 |
|
|
2017
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1408 |
|
|
2017
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1492 |
|
|
2017
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1473 |
|
|
2016
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 1466 |
|
|
2016
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1480 |
|
|
2016
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1533 |
|
|
2016
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1467 |
|
|
2015
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 1495 |
|
|
2015
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1501 |
|
|
2015
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1510 |
|
|
2015
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1529 |
|
|
2014
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 1535 |
|
|
2014
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1487 |
|
|
2014
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1470 |
|
|
2014
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1472 |
|
|
2013
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1342 |
|
|
2013
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1412 |
|
|
2013
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 1385 |
|