Nationwide Fund Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-32,213
| Closed | -$815K | – | 2327 |
|
|
2017
Q3 | $815K | Buy |
32,213
+193
| +0.6% | +$4.88K | ﹤0.01% | 1919 |
|
|
2017
Q2 | $679K | Buy |
32,020
+556
| +2% | +$11.8K | ﹤0.01% | 2013 |
|
|
2017
Q1 | $544K | Sell |
31,464
-2,211
| -7% | -$38.2K | ﹤0.01% | 2118 |
|
|
2016
Q4 | $497K | Sell |
33,675
-912
| -3% | -$13.5K | ﹤0.01% | 2181 |
|
|
2016
Q3 | $387K | Sell |
34,587
-90,900
| -72% | -$1.02M | ﹤0.01% | 2301 |
|
|
2016
Q2 | $1.3M | Sell |
125,487
-44,753
| -26% | -$464K | 0.01% | 1578 |
|
|
2016
Q1 | $846K | Buy |
170,240
+84,728
| +99% | +$421K | ﹤0.01% | 1812 |
|
|
2015
Q4 | $838K | Sell |
85,512
-158
| -0.2% | -$1.55K | ﹤0.01% | 1813 |
|
|
2015
Q3 | $1.18M | Hold |
85,670
| – | – | 0.01% | 1641 |
|
|
2015
Q2 | $1.38M | Sell |
85,670
-11,056
| -11% | -$179K | 0.01% | 1666 |
|
|
2015
Q1 | $1.32M | Buy |
96,726
+28,579
| +42% | +$390K | 0.01% | 1734 |
|
|
2014
Q4 | $944K | Sell |
68,147
-406
| -0.6% | -$5.62K | ﹤0.01% | 1843 |
|
|
2014
Q3 | $1.05M | Buy |
68,553
+9,130
| +15% | +$139K | ﹤0.01% | 1807 |
|
|
2014
Q2 | $1.12M | Buy |
+59,423
| New | +$1.12M | ﹤0.01% | 1799 |
|
|
2014
Q1 | – | Sell |
-143,827
| Closed | -$4.19M | – | 3220 |
|
|
2013
Q4 | $4.19M | Buy |
143,827
+22,859
| +19% | +$667K | 0.02% | 1053 |
|
|
2013
Q3 | $2.78M | Buy |
120,968
+80,437
| +198% | +$1.85M | 0.01% | 1240 |
|
|
2013
Q2 | $751K | Buy |
+40,531
| New | +$751K | ﹤0.01% | 1816 |
|