McIlrath & Eck’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
Q4 | – | Sell |
-113
| Closed | -$1K | – | 718 |
|
|
2020
Q3 | $1K | Sell |
113
-322
| -74% | -$2.85K | ﹤0.01% | 657 |
|
|
2020
Q2 | $5K | Hold |
435
| – | – | ﹤0.01% | 492 |
|
|
2020
Q1 | $5K | Hold |
435
| – | – | ﹤0.01% | 456 |
|
|
2019
Q4 | $11K | Sell |
435
-18
| -4% | -$455 | 0.01% | 365 |
|
|
2019
Q3 | $10K | Buy |
453
+18
| +4% | +$397 | 0.01% | 359 |
|
|
2019
Q2 | $15K | Hold |
435
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $15K | Buy |
435
+322
| +285% | +$11.1K | 0.01% | 254 |
|
|
2018
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 461 |
|
|
2018
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 401 |
|
|
2018
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 407 |
|
|
2018
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 406 |
|
|
2017
Q4 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 460 |
|