Hillsdale Investment Management’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
Q1 | – | Sell |
-55,100
| Closed | -$1.22M | – | 545 |
|
|
2017
Q4 | $1.22M | Buy |
55,100
+5,000
| +10% | +$111K | 0.2% | 131 |
|
|
2017
Q3 | $1.27M | Sell |
50,100
-8,000
| -14% | -$202K | 0.21% | 94 |
|
|
2017
Q2 | $1.23M | Hold |
58,100
| – | – | 0.24% | 73 |
|
|
2017
Q1 | $1.01M | Buy |
+58,100
| New | +$1.01M | 0.2% | 103 |
|
|
2014
Q2 | – | Sell |
-2,600
| Closed | -$51K | – | 601 |
|
|
2014
Q1 | $51K | Buy |
+2,600
| New | +$51K | 0.01% | 439 |
|