Loews Corp’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
Q2 | – | Sell |
-260,000
| Closed | -$1.34M | – | 157 |
|
|
2016
Q1 | $1.34M | Sell |
260,000
-50,000
| -16% | -$258K | 0.01% | 48 |
|
|
2015
Q4 | $3.04M | Sell |
310,000
-32,800
| -10% | -$321K | 0.02% | 41 |
|
|
2015
Q3 | $4.72M | Sell |
342,800
-166,300
| -33% | -$2.29M | 0.04% | 31 |
|
|
2015
Q2 | $8.22M | Sell |
509,100
-669,600
| -57% | -$10.8M | 0.06% | 25 |
|
|
2015
Q1 | $16.1M | Buy |
1,178,700
+131,200
| +13% | +$1.79M | 0.11% | 9 |
|
|
2014
Q4 | $14.5M | Buy |
+1,047,500
| New | +$14.5M | 0.1% | 15 |
|