Kenmare Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-178,473
| Closed | -$2.46M | – | 19 |
|
|
2015
Q3 | $2.46M | Hold |
178,473
| – | – | 1.59% | 16 |
|
|
2015
Q2 | $2.88M | Hold |
178,473
| – | – | 2.05% | 14 |
|
|
2015
Q1 | $2.44M | Hold |
178,473
| – | – | 1.95% | 11 |
|
|
2014
Q4 | $2.47M | Hold |
178,473
| – | – | 1.56% | 11 |
|
|
2014
Q3 | $2.72M | Buy |
+178,473
| New | +$2.72M | 1.38% | 14 |
|