Globeflex Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-31,521
| Closed | -$525K | – | 504 |
|
|
2021
Q1 | $525K | Hold |
31,521
| – | – | 0.1% | 291 |
|
|
2020
Q4 | $501K | Hold |
31,521
| – | – | 0.11% | 294 |
|
|
2020
Q3 | $297K | Hold |
31,521
| – | – | 0.08% | 330 |
|
|
2020
Q2 | $360K | Buy |
+31,521
| New | +$360K | 0.09% | 333 |
|
|
2018
Q1 | – | Sell |
-25,782
| Closed | -$570K | – | 448 |
|
|
2017
Q4 | $570K | Hold |
25,782
| – | – | 0.16% | 217 |
|
|
2017
Q3 | $652K | Buy |
25,782
+11,000
| +74% | +$278K | 0.19% | 203 |
|
|
2017
Q2 | $313K | Hold |
14,782
| – | – | 0.08% | 277 |
|
|
2017
Q1 | $256K | Sell |
14,782
-104,062
| -88% | -$1.8M | 0.06% | 338 |
|
|
2016
Q4 | $1.75M | Sell |
118,844
-1,400
| -1% | -$20.7K | 0.44% | 41 |
|
|
2016
Q3 | $1.35M | Buy |
+120,244
| New | +$1.35M | 0.34% | 91 |
|
|
2014
Q1 | – | Sell |
-45,400
| Closed | -$1.32M | – | 698 |
|
|
2013
Q4 | $1.32M | Buy |
+45,400
| New | +$1.32M | 0.16% | 164 |
|