MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $23K | Buy |
1,546
+1,446
| +1,446% | +$21.5K | ﹤0.01% | 2319 |
|
|
2016
Q3 | $1K | Sell |
100
-140
| -58% | -$1.4K | ﹤0.01% | 3767 |
|
|
2016
Q2 | $2K | Hold |
240
| – | – | ﹤0.01% | 3580 |
|
|
2016
Q1 | $1K | Buy |
240
+100
| +71% | +$417 | ﹤0.01% | 3815 |
|
|
2015
Q4 | $1K | Hold |
140
| – | – | ﹤0.01% | 3711 |
|
|
2015
Q3 | $2K | Sell |
140
-457
| -77% | -$6.53K | ﹤0.01% | 2820 |
|
|
2015
Q2 | $10K | Sell |
597
-2,339
| -80% | -$39.2K | ﹤0.01% | 2150 |
|
|
2015
Q1 | $40K | Buy |
2,936
+1,513
| +106% | +$20.6K | ﹤0.01% | 1430 |
|
|
2014
Q4 | $20K | Buy |
1,423
+356
| +33% | +$5K | ﹤0.01% | 1522 |
|
|
2014
Q3 | $16K | Buy |
1,067
+71
| +7% | +$1.07K | ﹤0.01% | 1618 |
|
|
2014
Q2 | $19K | Buy |
996
+53
| +6% | +$1.01K | ﹤0.01% | 1520 |
|
|
2014
Q1 | $19K | Buy |
+943
| New | +$19K | ﹤0.01% | 1459 |
|