Massachusetts Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,884
| Closed | -$236K | – | 848 |
|
|
2019
Q3 | $236K | Buy |
10,884
+1,213
| +13% | +$26.3K | ﹤0.01% | 818 |
|
|
2019
Q2 | $294K | Buy |
9,671
+1,345
| +16% | +$40.9K | ﹤0.01% | 829 |
|
|
2019
Q1 | $278K | Buy |
8,326
+308
| +4% | +$10.3K | ﹤0.01% | 828 |
|
|
2018
Q4 | $214K | Buy |
+8,018
| New | +$214K | ﹤0.01% | 842 |
|
|
2018
Q2 | – | Sell |
-65,252
| Closed | -$1.61M | – | 875 |
|
|
2018
Q1 | $1.61M | Buy |
65,252
+1,040
| +2% | +$25.6K | ﹤0.01% | 716 |
|
|
2017
Q4 | $1.42M | Buy |
64,212
+8,992
| +16% | +$199K | ﹤0.01% | 721 |
|
|
2017
Q3 | $1.4M | Sell |
55,220
-822
| -1% | -$20.8K | ﹤0.01% | 715 |
|
|
2017
Q2 | $1.19M | Buy |
56,042
+1,612
| +3% | +$34.2K | ﹤0.01% | 743 |
|
|
2017
Q1 | $942K | Buy |
54,430
+26,003
| +91% | +$450K | ﹤0.01% | 754 |
|
|
2016
Q4 | $419K | Buy |
+28,427
| New | +$419K | ﹤0.01% | 812 |
|