Harvest Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9.79M | Sell |
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|
2018
Q3 | $29.2M | Hold |
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|
2018
Q2 | $26.8M | Sell |
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|
2018
Q1 | $19.7M | Buy |
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|
2017
Q4 | $11.4M | Buy |
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|
2017
Q3 | $11.4M | Sell |
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|
2017
Q2 | $10.6M | Buy |
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|
2017
Q1 | $4.67M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10.3M | Buy |
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|
2015
Q2 | $9.69M | Buy |
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|
2015
Q1 | $7.91M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $5.12M | Buy |
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