Globeflex Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $525K | Hold |
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|
2020
Q4 | $501K | Hold |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $360K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $570K | Hold |
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|
2017
Q3 | $652K | Buy |
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|
2017
Q2 | $313K | Hold |
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|
2017
Q1 | $256K | Sell |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $1.35M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.32M | Buy |
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