Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Buy |
+540
| New | +$11K | ﹤0.01% | 707 |
|
|
2015
Q2 | – | Sell |
-2,135
| Closed | -$29K | – | 1153 |
|
|
2015
Q1 | $29K | Sell |
2,135
-440
| -17% | -$5.98K | 0.01% | 659 |
|
|
2014
Q4 | $36K | Hold |
2,575
| – | – | 0.01% | 649 |
|
|
2014
Q3 | $39K | Hold |
2,575
| – | – | 0.01% | 657 |
|
|
2014
Q2 | $49K | Buy |
+2,575
| New | +$49K | 0.01% | 642 |
|