Itau Unibanco Holding S.A.’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 | – | Sell |
-7,505
| Closed | -$227K | – | 992 |
|
|
2019
Q3 | $227K | Sell |
7,505
-11,217
| -60% | -$339K | 0.01% | 161 |
|
|
2019
Q2 | $568K | Buy |
18,722
+5,361
| +40% | +$163K | 0.03% | 226 |
|
|
2019
Q1 | $344K | Hold |
13,361
| – | – | 0.02% | 126 |
|
|
2018
Q4 | $344K | Buy |
13,361
+1,009
| +8% | +$26K | 0.02% | 126 |
|
|
2018
Q3 | $497K | Sell |
12,352
-1,155
| -9% | -$46.5K | 0.03% | 113 |
|
|
2018
Q2 | $499K | Sell |
13,507
-1,313
| -9% | -$48.5K | 0.05% | 107 |
|
|
2018
Q1 | $365K | Buy |
14,820
+13,627
| +1,142% | +$336K | ﹤0.01% | 255 |
|
|
2017
Q4 | $26K | Buy |
1,193
+545
| +84% | +$11.9K | ﹤0.01% | 478 |
|
|
2017
Q3 | $52K | Sell |
648
-2,121
| -77% | -$170K | ﹤0.01% | 578 |
|
|
2017
Q2 | $59K | Buy |
2,769
+2,256
| +440% | +$48.1K | 0.01% | 271 |
|
|
2017
Q1 | $9K | Buy |
513
+3
| +0.6% | +$53 | ﹤0.01% | 572 |
|
|
2016
Q4 | $8K | Buy |
+510
| New | +$8K | ﹤0.01% | 303 |
|