OAM
AVTA
Oberweis Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,800
| Closed | -$439K | – | 216 |
|
|
2019
Q4 | $439K | Hold |
16,800
| – | – | 0.15% | 146 |
|
|
2019
Q3 | $364K | Sell |
16,800
-168,564
| -91% | -$3.65M | 0.08% | 158 |
|
|
2019
Q2 | $5.63M | Sell |
185,364
-48,790
| -21% | -$1.48M | 1.02% | 23 |
|
|
2019
Q1 | $7.82M | Buy |
234,154
+4,200
| +2% | +$140K | 1.57% | 13 |
|
|
2018
Q4 | $6.13M | Buy |
229,954
+1,540
| +0.7% | +$41K | 1.37% | 17 |
|
|
2018
Q3 | $9.19M | Buy |
228,414
+18,800
| +9% | +$757K | 1.78% | 10 |
|
|
2018
Q2 | $7.76M | Sell |
209,614
-780
| -0.4% | -$28.9K | 1.95% | 9 |
|
|
2018
Q1 | $5.18M | Buy |
210,394
+13,404
| +7% | +$330K | 1.36% | 27 |
|
|
2017
Q4 | $4.35M | Buy |
196,990
+100,600
| +104% | +$2.22M | 1.02% | 34 |
|
|
2017
Q3 | $2.44M | Buy |
96,390
+46,690
| +94% | +$1.18M | 0.68% | 42 |
|
|
2017
Q2 | $1.05M | Buy |
+49,700
| New | +$1.05M | 0.29% | 76 |
|