JIR
AVTA
James Investment Research’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32,445
| Closed | -$848K | – | 552 |
|
|
2019
Q4 | $848K | Sell |
32,445
-280
| -0.9% | -$7.32K | 0.06% | 199 |
|
|
2019
Q3 | $708K | Sell |
32,725
-43,040
| -57% | -$931K | 0.05% | 211 |
|
|
2019
Q2 | $2.3M | Buy |
75,765
+14,620
| +24% | +$444K | 0.17% | 117 |
|
|
2019
Q1 | $2.04M | Sell |
61,145
-805
| -1% | -$26.9K | 0.13% | 131 |
|
|
2018
Q4 | $1.65M | Sell |
61,950
-30,640
| -33% | -$816K | 0.1% | 172 |
|
|
2018
Q3 | $3.73M | Buy |
92,590
+1,430
| +2% | +$57.6K | 0.15% | 127 |
|
|
2018
Q2 | $3.37M | Sell |
91,160
-82,744
| -48% | -$3.06M | 0.13% | 154 |
|
|
2018
Q1 | $4.28M | Buy |
173,904
+83,334
| +92% | +$2.05M | 0.16% | 132 |
|
|
2017
Q4 | $2M | Sell |
90,570
-17,920
| -17% | -$396K | 0.07% | 276 |
|
|
2017
Q3 | $2.75M | Buy |
+108,490
| New | +$2.75M | 0.09% | 177 |
|