Glen Harbor 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 | $184K | Hold |
8,484
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q2 | $258K | Hold |
8,484
| – | – | 0.01% | 947 |
|
|
2019
Q1 | $283K | Hold |
8,484
| – | – | 0.01% | 886 |
|
|
2018
Q4 | $226K | Buy |
8,484
+28
| +0.3% | +$746 | 0.01% | 911 |
|
|
2018
Q3 | $340K | Buy |
8,456
+1,792
| +27% | +$72.1K | 0.01% | 868 |
|
|
2018
Q2 | $246K | Hold |
6,664
| – | – | 0.01% | 905 |
|
|
2018
Q1 | $164K | Hold |
6,664
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q4 | $147K | Buy |
6,664
+1,456
| +28% | +$32.1K | ﹤0.01% | 1075 |
|
|
2017
Q3 | $132K | Buy |
5,208
+784
| +18% | +$19.9K | ﹤0.01% | 1059 |
|
|
2017
Q2 | $94K | Buy |
4,424
+2,156
| +95% | +$45.8K | ﹤0.01% | 1097 |
|
|
2017
Q1 | $39K | Buy |
+2,268
| New | +$39K | ﹤0.01% | 1166 |
|