Miles Capital’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 |
-8,932
| Closed | -$298K | – | 205 |
|
|
2019
Q1 | $298K | Sell |
8,932
-215
| -2% | -$7.17K | 0.26% | 104 |
|
|
2018
Q4 | $244K | Buy |
9,147
+198
| +2% | +$5.28K | 0.24% | 121 |
|
|
2018
Q3 | $360K | Buy |
8,949
+36
| +0.4% | +$1.45K | 0.29% | 93 |
|
|
2018
Q2 | $330K | Hold |
8,913
| – | – | 0.2% | 99 |
|
|
2018
Q1 | $219K | Buy |
+8,913
| New | +$219K | 0.12% | 187 |
|
|
2017
Q4 | – | Sell |
-8,653
| Closed | -$219K | – | 200 |
|
|
2017
Q3 | $219K | Buy |
+8,653
| New | +$219K | 0.12% | 158 |
|