Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,205
| Closed | -$49K | – | 948 |
|
|
2014
Q3 | $49K | Buy |
3,205
+2,507
| +359% | +$38.3K | 0.01% | 291 |
|
|
2014
Q2 | $60K | Sell |
698
-2,507
| -78% | -$216K | 0.01% | 283 |
|
|
2014
Q1 | $63K | Hold |
3,205
| – | – | 0.02% | 288 |
|
|
2013
Q4 | $93K | Hold |
3,205
| – | – | 0.02% | 214 |
|
|
2013
Q3 | $74K | Hold |
3,205
| – | – | 0.03% | 248 |
|
|
2013
Q2 | $59K | Buy |
+3,205
| New | +$59K | 0.02% | 304 |
|