Meadow Creek Investment 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
Q3 | $144K | Hold |
6,666
| – | – | ﹤0.01% | 1125 |
|
|
2019
Q2 | $202K | Hold |
6,666
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q1 | $222K | Hold |
6,666
| – | – | ﹤0.01% | 976 |
|
|
2018
Q4 | $178K | Buy |
6,666
+22
| +0.3% | +$587 | ﹤0.01% | 1005 |
|
|
2018
Q3 | $267K | Buy |
6,644
+1,408
| +27% | +$56.6K | 0.01% | 974 |
|
|
2018
Q2 | $194K | Hold |
5,236
| – | – | ﹤0.01% | 1000 |
|
|
2018
Q1 | $129K | Hold |
5,236
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q4 | $116K | Buy |
5,236
+1,144
| +28% | +$25.3K | ﹤0.01% | 1167 |
|
|
2017
Q3 | $104K | Buy |
4,092
+616
| +18% | +$15.7K | ﹤0.01% | 1143 |
|
|
2017
Q2 | $74K | Buy |
3,476
+1,694
| +95% | +$36.1K | ﹤0.01% | 1180 |
|
|
2017
Q1 | $31K | Buy |
+1,782
| New | +$31K | ﹤0.01% | 1244 |
|