MinichMacGregor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-817
| Closed | -$31K | – | 554 |
|
|
2018
Q3 | $31K | Buy |
+817
| New | +$31K | 0.02% | 167 |
|
|
2017
Q4 | – | Sell |
-955
| Closed | -$24K | – | 543 |
|
|
2017
Q3 | $24K | Buy |
955
+24
| +3% | +$603 | 0.02% | 179 |
|
|
2017
Q2 | $19K | Hold |
931
| – | – | 0.02% | 201 |
|
|
2017
Q1 | $16K | Hold |
931
| – | – | 0.01% | 214 |
|
|
2016
Q4 | $13K | Buy |
+931
| New | +$13K | 0.01% | 230 |
|