Ladenburg Thalmann Financial Services’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 | $8K | Buy |
330
+175
| +113% | +$4.24K | ﹤0.01% | 4605 |
|
|
2019
Q3 | $3K | Sell |
155
-72
| -32% | -$1.39K | ﹤0.01% | 4899 |
|
|
2019
Q2 | $7K | Sell |
227
-250
| -52% | -$7.71K | ﹤0.01% | 4598 |
|
|
2019
Q1 | $16K | Buy |
477
+150
| +46% | +$5.03K | ﹤0.01% | 4150 |
|
|
2018
Q4 | $9K | Sell |
327
-6,396
| -95% | -$176K | ﹤0.01% | 4360 |
|
|
2018
Q3 | $270K | Buy |
6,723
+6,284
| +1,431% | +$252K | ﹤0.01% | 2066 |
|
|
2018
Q2 | $11K | Hold |
439
| – | – | ﹤0.01% | 4213 |
|
|
2018
Q1 | $11K | Buy |
439
+318
| +263% | +$7.97K | ﹤0.01% | 4213 |
|
|
2017
Q4 | $2K | Sell |
121
-3,428
| -97% | -$56.7K | ﹤0.01% | 4816 |
|
|
2017
Q3 | $90K | Buy |
3,549
+873
| +33% | +$22.1K | ﹤0.01% | 2680 |
|
|
2017
Q2 | $57K | Sell |
2,676
-30
| -1% | -$639 | ﹤0.01% | 2933 |
|
|
2017
Q1 | $47K | Buy |
2,706
+100
| +4% | +$1.74K | ﹤0.01% | 2965 |
|
|
2016
Q4 | $38K | Buy |
2,606
+2,519
| +2,895% | +$36.7K | ﹤0.01% | 3052 |
|
|
2016
Q3 | $1K | Buy |
87
+36
| +71% | +$414 | ﹤0.01% | 4678 |
|
|
2016
Q2 | $0 | Hold |
51
| – | – | ﹤0.01% | 4873 |
|
|
2016
Q1 | $0 | Hold |
51
| – | – | ﹤0.01% | 4839 |
|
|
2015
Q4 | $0 | Sell |
51
-271
| -84% | – | ﹤0.01% | 4817 |
|
|
2015
Q3 | $5K | Sell |
322
-120
| -27% | -$1.86K | ﹤0.01% | 3962 |
|
|
2015
Q2 | $7K | Hold |
442
| – | – | ﹤0.01% | 3915 |
|
|
2015
Q1 | $6K | Hold |
442
| – | – | ﹤0.01% | 3916 |
|
|
2014
Q4 | $6K | Buy |
442
+310
| +235% | +$4.21K | ﹤0.01% | 3675 |
|
|
2014
Q3 | $2K | Hold |
132
| – | – | ﹤0.01% | 3707 |
|
|
2014
Q2 | $2K | Hold |
132
| – | – | ﹤0.01% | 3673 |
|
|
2014
Q1 | $3K | Hold |
132
| – | – | ﹤0.01% | 3443 |
|
|
2013
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 3350 |
|
|
2013
Q3 | $3K | Buy |
132
+2
| +2% | +$45 | ﹤0.01% | 3371 |
|
|
2013
Q2 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 3353 |
|