Nine Chapters 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-69,600
| Closed | -$958K | – | 616 |
|
|
2015
Q3 | $958K | Sell |
69,600
-46,100
| -40% | -$635K | 0.08% | 351 |
|
|
2015
Q2 | $1.87M | Buy |
115,700
+64,400
| +126% | +$1.04M | 0.16% | 181 |
|
|
2015
Q1 | $701K | Buy |
+51,300
| New | +$701K | 0.06% | 479 |
|
|
2014
Q1 | – | Sell |
-38,700
| Closed | -$1.13M | – | 982 |
|
|
2013
Q4 | $1.13M | Sell |
38,700
-14,800
| -28% | -$431K | 0.11% | 260 |
|
|
2013
Q3 | $1.23M | Buy |
+53,500
| New | +$1.23M | 0.14% | 215 |
|