Hays Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21
| Closed | -$1K | – | 139 |
|
|
2018
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 138 |
|
|
2015
Q2 | – | Sell |
-96,288
| Closed | -$1.32M | – | 78 |
|
|
2015
Q1 | $1.32M | Sell |
96,288
-368,970
| -79% | -$5.04M | 0.17% | 56 |
|
|
2014
Q4 | $6.44M | Sell |
465,258
-79,928
| -15% | -$1.11M | 0.86% | 45 |
|
|
2014
Q3 | $8.31M | Sell |
545,186
-24,471
| -4% | -$373K | 1.1% | 43 |
|
|
2014
Q2 | $10.7M | Sell |
569,657
-34,860
| -6% | -$658K | 1.35% | 34 |
|
|
2014
Q1 | $11.9M | Sell |
604,517
-8,528
| -1% | -$168K | 1.45% | 34 |
|
|
2013
Q4 | $17.9M | Sell |
613,045
-10,082
| -2% | -$294K | 2.17% | 18 |
|
|
2013
Q3 | $14.3M | Buy |
+623,127
| New | +$14.3M | 1.84% | 29 |
|