Hancock Whitney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,731
| Closed | -$134K | – | 832 |
|
|
2020
Q2 | $134K | Sell |
11,731
-119,993
| -91% | -$1.37M | 0.01% | 737 |
|
|
2020
Q1 | $1.59M | Sell |
131,724
-9,971
| -7% | -$120K | 0.06% | 284 |
|
|
2019
Q4 | $3.7M | Sell |
141,695
-64,348
| -31% | -$1.68M | 0.12% | 209 |
|
|
2019
Q3 | $4.46M | Sell |
206,043
-13,193
| -6% | -$286K | 0.15% | 189 |
|
|
2019
Q2 | $6.66M | Buy |
219,236
+6
| +0% | +$182 | 0.21% | 139 |
|
|
2019
Q1 | $7.32M | Buy |
219,230
+4,981
| +2% | +$166K | 0.23% | 128 |
|
|
2018
Q4 | $5.71M | Buy |
214,249
+27,461
| +15% | +$731K | 0.19% | 160 |
|
|
2018
Q3 | $7.52M | Buy |
186,788
+168,988
| +949% | +$6.8M | 0.21% | 171 |
|
|
2018
Q2 | $659K | Hold |
17,800
| – | – | 0.03% | 406 |
|
|
2018
Q1 | $438K | Sell |
17,800
-16,200
| -48% | -$399K | 0.02% | 442 |
|
|
2017
Q4 | $751K | Hold |
34,000
| – | – | 0.03% | 389 |
|
|
2017
Q3 | $860K | Hold |
34,000
| – | – | 0.04% | 375 |
|
|
2017
Q2 | $721K | Buy |
+34,000
| New | +$721K | 0.03% | 383 |
|