Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-50
| Closed | – | – | 421 |
|
|
2015
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 533 |
|
|
2015
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 549 |
|
|
2015
Q2 | $0 | Buy |
+50
| New | – | ﹤0.01% | 542 |
|
|
2014
Q2 | – | Sell |
-50
| Closed | – | – | 465 |
|
|
2014
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 576 |
|
|
2013
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 462 |
|