Nordea Investment 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
Q1 | – | Sell |
-45,100
| Closed | -$1.2M | – | 1416 |
|
|
2018
Q4 | $1.2M | Buy |
45,100
+400
| +0.9% | +$10.7K | ﹤0.01% | 930 |
|
|
2018
Q3 | $1.8M | Sell |
44,700
-102,200
| -70% | -$4.12M | ﹤0.01% | 902 |
|
|
2018
Q2 | $5.44M | Sell |
146,900
-1,700
| -1% | -$62.9K | 0.01% | 440 |
|
|
2018
Q1 | $3.66M | Sell |
148,600
-2,000
| -1% | -$49.2K | 0.01% | 506 |
|
|
2017
Q4 | $3.33M | Sell |
150,600
-2,100
| -1% | -$46.4K | 0.01% | 499 |
|
|
2017
Q3 | $3.86M | Buy |
152,700
+4,100
| +3% | +$104K | 0.01% | 472 |
|
|
2017
Q2 | $3.15M | Buy |
+148,600
| New | +$3.15M | 0.01% | 486 |
|
|
2016
Q3 | – | Sell |
-251,000
| Closed | -$2.6M | – | 1045 |
|
|
2016
Q2 | $2.6M | Buy |
+251,000
| New | +$2.6M | 0.01% | 367 |
|