Numeric Investors’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $22M | Sell |
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2017
Q3 | $31.9M | Sell |
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|
2017
Q2 | $34.6M | Buy |
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2017
Q1 | $25.9M | Buy |
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|
2016
Q4 | $12.2M | Buy |
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|
2016
Q3 | $6.46M | Buy |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $21.7M | Buy |
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|
2015
Q3 | $23.2M | Buy |
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|
2015
Q2 | $15.7M | Buy |
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|
2015
Q1 | $6.5M | Sell |
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|
2014
Q4 | $8.23M | Buy |
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|
2014
Q3 | $3.91M | Buy |
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|
2014
Q2 | $3.44M | Sell |
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|
2014
Q1 | $4.03M | Sell |
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|
2013
Q4 | $13M | Buy |
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|
2013
Q3 | $7.41M | Buy |
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