McKinley Capital Management’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
Q2 | – | Sell |
-2,120
| Closed | -$71K | – | 294 |
|
|
2019
Q1 | $71K | Hold |
2,120
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $56K | Sell |
2,120
-2,398
| -53% | -$63.3K | ﹤0.01% | 221 |
|
|
2018
Q3 | $182K | Sell |
4,518
-404
| -8% | -$16.3K | 0.01% | 210 |
|
|
2018
Q2 | $182K | Sell |
4,922
-341
| -6% | -$12.6K | 0.01% | 227 |
|
|
2018
Q1 | $130K | Sell |
5,263
-101,513
| -95% | -$2.51M | 0.01% | 239 |
|
|
2017
Q4 | $2.36M | Buy |
+106,776
| New | +$2.36M | 0.12% | 141 |
|
|
2017
Q3 | – | Sell |
-530
| Closed | -$11K | – | 472 |
|
|
2017
Q2 | $11K | Buy |
+530
| New | +$11K | ﹤0.01% | 445 |
|