MV Capital 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 | – | Sell |
-106
| Closed | -$3K | – | 403 |
|
|
2019
Q2 | $3K | Sell |
106
-82
| -44% | -$2.32K | ﹤0.01% | 312 |
|
|
2019
Q1 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-191
| Closed | -$8K | – | 355 |
|
|
2018
Q3 | $8K | Buy |
191
+59
| +45% | +$2.47K | ﹤0.01% | 264 |
|
|
2018
Q2 | $5K | Buy |
+132
| New | +$5K | ﹤0.01% | 319 |
|