Marshall Wace North America’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
Q1 | – | Sell |
-25,287
| Closed | -$661K | – | 1685 |
|
|
2019
Q4 | $661K | Sell |
25,287
-287,746
| -92% | -$7.52M | ﹤0.01% | 787 |
|
|
2019
Q3 | $6.77M | Buy |
313,033
+231,303
| +283% | +$5.01M | 0.04% | 311 |
|
|
2019
Q2 | $2.48M | Buy |
81,730
+28,926
| +55% | +$878K | 0.02% | 514 |
|
|
2019
Q1 | $1.76M | Buy |
+52,804
| New | +$1.76M | 0.01% | 542 |
|
|
2018
Q4 | – | Sell |
-26,987
| Closed | -$1.09M | – | 1688 |
|
|
2018
Q3 | $1.09M | Sell |
26,987
-90,883
| -77% | -$3.66M | 0.01% | 597 |
|
|
2018
Q2 | $4.36M | Buy |
+117,870
| New | +$4.36M | 0.02% | 546 |
|
|
2013
Q3 | – | Sell |
-55,023
| Closed | -$1.02M | – | 728 |
|
|
2013
Q2 | $1.02M | Buy |
+55,023
| New | +$1.02M | 0.08% | 226 |
|