IMS
AVTA
Index Management Solutions’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-83
| Closed | -$1K | – | 782 |
|
|
2015
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 763 |
|
|
2015
Q1 | $1K | Sell |
83
-10
| -11% | -$120 | ﹤0.01% | 753 |
|
|
2014
Q4 | $1K | Sell |
93
-42,095
| -100% | -$453K | ﹤0.01% | 789 |
|
|
2014
Q3 | $643K | Buy |
+42,188
| New | +$643K | 0.07% | 248 |
|