Gemmer Asset 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 | – | Sell |
-122
| Closed | -$4K | – | 1492 |
|
|
2019
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q1 | $4K | Buy |
122
+46
| +61% | +$1.51K | ﹤0.01% | 1118 |
|
|
2018
Q4 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1256 |
|
|
2015
Q2 | – | Sell |
-71
| Closed | -$1K | – | 1376 |
|
|
2015
Q1 | $1K | Sell |
71
-137
| -66% | -$1.93K | ﹤0.01% | 1316 |
|
|
2014
Q4 | $3K | Buy |
208
+72
| +53% | +$1.04K | ﹤0.01% | 1072 |
|
|
2014
Q3 | $2K | Buy |
136
+108
| +386% | +$1.59K | ﹤0.01% | 1186 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1351 |
|
|
2014
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1338 |
|