First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,429
| Closed | -$60K | – | 969 |
|
|
2018
Q1 | $60K | Buy |
2,429
+882
| +57% | +$21.8K | 0.01% | 406 |
|
|
2017
Q4 | $34K | Buy |
1,547
+365
| +31% | +$8.02K | 0.01% | 546 |
|
|
2017
Q3 | $30K | Hold |
1,182
| – | – | 0.01% | 516 |
|
|
2017
Q2 | $25K | Sell |
1,182
-917
| -44% | -$19.4K | 0.01% | 544 |
|
|
2017
Q1 | $36K | Hold |
2,099
| – | – | 0.01% | 463 |
|
|
2016
Q4 | $31K | Buy |
+2,099
| New | +$31K | 0.01% | 468 |
|