Loomis, Sayles & Company’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $8K | Sell |
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|
2018
Q1 | $39K | Sell |
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|
2017
Q4 | $39K | Buy |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $36K | Buy |
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|
2017
Q1 | $18K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Buy |
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|
2015
Q3 | $2K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $4.89M | Sell |
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|
2014
Q2 | $9.18M | Buy |
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|
2014
Q1 | $8.08M | Buy |
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