MSI Financial Services’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $23K | Buy |
|
|||||
|
2016
Q3 | $1K | Sell |
|
|||||
|
2016
Q2 | $2K | Hold |
|
|||||
|
2016
Q1 | $1K | Buy |
|
|||||
|
2015
Q4 | $1K | Hold |
|
|||||
|
2015
Q3 | $2K | Sell |
|
|||||
|
2015
Q2 | $10K | Sell |
|
|||||
|
2015
Q1 | $40K | Buy |
|
|||||
|
2014
Q4 | $20K | Buy |
|
|||||
|
2014
Q3 | $16K | Buy |
|
|||||
|
2014
Q2 | $19K | Buy |
|
|||||
|
2014
Q1 | $19K | Buy |
|