NumerixS Investment Technologies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,600
| Closed | -$41K | – | 924 |
|
|
2020
Q2 | $41K | Sell |
3,600
-400
| -10% | -$4.56K | 0.01% | 835 |
|
|
2020
Q1 | $48K | Buy |
+4,000
| New | +$48K | 0.02% | 622 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$67K | – | 1293 |
|
|
2019
Q2 | $67K | Buy |
+2,200
| New | +$67K | 0.02% | 710 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$13K | – | 1392 |
|
|
2018
Q4 | $13K | Sell |
500
-600
| -55% | -$15.6K | ﹤0.01% | 981 |
|
|
2018
Q3 | $41K | Buy |
+1,100
| New | +$41K | 0.01% | 1010 |
|
|
2018
Q2 | – | Sell |
-2,600
| Closed | -$63K | – | 1407 |
|
|
2018
Q1 | $63K | Sell |
2,600
-800
| -24% | -$19.4K | 0.02% | 765 |
|
|
2017
Q4 | $75K | Buy |
+3,400
| New | +$75K | 0.02% | 775 |
|
|
2016
Q4 | – | Sell |
-900
| Closed | -$10K | – | 1373 |
|
|
2016
Q3 | $10K | Buy |
+900
| New | +$10K | ﹤0.01% | 1065 |
|