Flinton Capital Management’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 | $105K | Hold |
4,848
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $147K | Hold |
4,848
| – | – | ﹤0.01% | 733 |
|
|
2019
Q1 | $162K | Hold |
4,848
| – | – | 0.01% | 709 |
|
|
2018
Q4 | $129K | Buy |
4,848
+16
| +0.3% | +$426 | ﹤0.01% | 722 |
|
|
2018
Q3 | $194K | Buy |
4,832
+1,024
| +27% | +$41.1K | 0.01% | 705 |
|
|
2018
Q2 | $141K | Hold |
3,808
| – | – | ﹤0.01% | 712 |
|
|
2018
Q1 | $94K | Hold |
3,808
| – | – | ﹤0.01% | 768 |
|
|
2017
Q4 | $84K | Buy |
3,808
+832
| +28% | +$18.4K | ﹤0.01% | 786 |
|
|
2017
Q3 | $75K | Buy |
2,976
+448
| +18% | +$11.3K | ﹤0.01% | 775 |
|
|
2017
Q2 | $54K | Buy |
2,528
+1,232
| +95% | +$26.3K | ﹤0.01% | 791 |
|
|
2017
Q1 | $22K | Buy |
+1,296
| New | +$22K | ﹤0.01% | 821 |
|