JBF Capital’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
Q3 | – | Sell |
-1,000
| Closed | -$21K | – | 94 |
|
|
2017
Q2 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 78 |
|
|
2017
Q1 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 88 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$10K | – | 116 |
|
|
2016
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 112 |
|
|
2016
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 124 |
|
|
2015
Q4 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 119 |
|