IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3755 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3754 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | – | – | 4065 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3829 |
|
|
2017
Q4 | $0 | Sell |
10
-2,455
| -100% | – | ﹤0.01% | 4108 |
|
|
2017
Q3 | $62K | Hold |
2,465
| – | – | ﹤0.01% | 1850 |
|
|
2017
Q2 | $52K | Hold |
2,465
| – | – | ﹤0.01% | 1931 |
|
|
2017
Q1 | $43K | Buy |
2,465
+250
| +11% | +$4.36K | ﹤0.01% | 2007 |
|
|
2016
Q4 | $33K | Buy |
2,215
+2,150
| +3,308% | +$32K | ﹤0.01% | 2119 |
|
|
2016
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 3782 |
|
|
2016
Q2 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 3704 |
|
|
2016
Q1 | – | Sell |
-45
| Closed | – | – | 3589 |
|
|
2015
Q4 | $0 | Buy |
+45
| New | – | ﹤0.01% | 3805 |
|