LS Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,399
| Closed | -$16K | – | 1535 |
|
|
2020
Q2 | $16K | Hold |
1,399
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q1 | $17K | Hold |
1,399
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q4 | $37K | Sell |
1,399
-4,338
| -76% | -$115K | ﹤0.01% | 1396 |
|
|
2019
Q3 | $124K | Hold |
5,737
| – | – | 0.01% | 987 |
|
|
2019
Q2 | $174K | Buy |
5,737
+119
| +2% | +$3.61K | 0.01% | 846 |
|
|
2019
Q1 | $188K | Buy |
5,618
+240
| +4% | +$8.03K | 0.01% | 822 |
|
|
2018
Q4 | $143K | Buy |
5,378
+4,026
| +298% | +$107K | 0.01% | 889 |
|
|
2018
Q3 | $54K | Hold |
1,352
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q2 | $50K | Hold |
1,352
| – | – | ﹤0.01% | 1322 |
|
|
2018
Q1 | $33K | Hold |
1,352
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q4 | $30K | Sell |
1,352
-219
| -14% | -$4.86K | ﹤0.01% | 1456 |
|
|
2017
Q3 | $40K | Buy |
1,571
+171
| +12% | +$4.35K | ﹤0.01% | 1429 |
|
|
2017
Q2 | $30K | Hold |
1,400
| – | – | ﹤0.01% | 1487 |
|
|
2017
Q1 | $24K | Hold |
1,400
| – | – | ﹤0.01% | 1534 |
|
|
2016
Q4 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 1542 |
|
|
2016
Q3 | $16K | Hold |
1,400
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q2 | $15K | Hold |
1,400
| – | – | ﹤0.01% | 1578 |
|
|
2016
Q1 | $7K | Hold |
1,400
| – | – | ﹤0.01% | 1685 |
|
|
2015
Q4 | $14K | Hold |
1,400
| – | – | ﹤0.01% | 1588 |
|
|
2015
Q3 | $19K | Hold |
1,400
| – | – | ﹤0.01% | 1496 |
|
|
2015
Q2 | $23K | Buy |
+1,400
| New | +$23K | ﹤0.01% | 1483 |
|