General Motors Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-23,874
| Closed | -$326K | – | 672 |
|
|
2015
Q1 | $326K | Hold |
23,874
| – | – | 0.03% | 682 |
|
|
2014
Q4 | $331K | Hold |
23,874
| – | – | 0.03% | 651 |
|
|
2014
Q3 | $364K | Hold |
23,874
| – | – | 0.03% | 588 |
|
|
2014
Q2 | $451K | Buy |
23,874
+13,844
| +138% | +$262K | 0.04% | 512 |
|
|
2014
Q1 | $197K | Sell |
10,030
-942
| -9% | -$18.5K | 0.02% | 823 |
|
|
2013
Q4 | $320K | Buy |
10,972
+1,291
| +13% | +$37.7K | 0.03% | 639 |
|
|
2013
Q3 | $222K | Buy |
+9,681
| New | +$222K | 0.02% | 770 |
|