LaSalle Street Capital Management’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
Q3 | $266K | Hold |
12,313
| – | – | 0.31% | 79 |
|
|
2019
Q2 | $374K | Sell |
12,313
-68
| -0.5% | -$2.07K | 0.44% | 57 |
|
|
2019
Q1 | $413K | Sell |
12,381
-879
| -7% | -$29.3K | 0.49% | 58 |
|
|
2018
Q4 | $353K | Buy |
+13,260
| New | +$353K | 0.51% | 63 |
|
|
2018
Q2 | – | Sell |
-23,121
| Closed | -$569K | – | 106 |
|
|
2018
Q1 | $569K | Sell |
23,121
-1,054
| -4% | -$25.9K | 0.45% | 72 |
|
|
2017
Q4 | $534K | Buy |
+24,175
| New | +$534K | 0.37% | 76 |
|
|
2017
Q1 | – | Sell |
-16,503
| Closed | -$243K | – | 98 |
|
|
2016
Q4 | $243K | Hold |
16,503
| – | – | 0.22% | 78 |
|
|
2016
Q3 | $185K | Hold |
16,503
| – | – | 0.17% | 89 |
|
|
2016
Q2 | $171K | Buy |
+16,503
| New | +$171K | 0.16% | 86 |
|