Managed Account 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-46,818
| Closed | -$884K | – | 2732 |
|
|
2014
Q2 | $884K | Buy |
46,818
+3,994
| +9% | +$75.4K | ﹤0.01% | 2036 |
|
|
2014
Q1 | $844K | Buy |
42,824
+5,773
| +16% | +$114K | ﹤0.01% | 1998 |
|
|
2013
Q4 | $1.08M | Sell |
37,051
-8,040
| -18% | -$234K | ﹤0.01% | 1905 |
|
|
2013
Q3 | $1.04M | Buy |
45,091
+823
| +2% | +$18.9K | ﹤0.01% | 1882 |
|
|
2013
Q2 | $821K | Buy |
+44,268
| New | +$821K | ﹤0.01% | 1915 |
|