OFI Advisors’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
Q3 | $273K | Buy |
19,817
+678
| +4% | +$9.34K | 0.02% | 1047 |
|
|
2015
Q2 | $309K | Sell |
19,139
-3,576
| -16% | -$57.7K | 0.02% | 1021 |
|
|
2015
Q1 | $310K | Sell |
22,715
-124
| -0.5% | -$1.69K | 0.02% | 1018 |
|
|
2014
Q4 | $316K | Buy |
22,839
+4,422
| +24% | +$61.2K | 0.02% | 974 |
|
|
2014
Q3 | $281K | Buy |
18,417
+2,907
| +19% | +$44.4K | 0.02% | 968 |
|
|
2014
Q2 | $293K | Buy |
15,510
+2,813
| +22% | +$53.1K | 0.02% | 956 |
|
|
2014
Q1 | $250K | Buy |
12,697
+5,530
| +77% | +$109K | 0.02% | 991 |
|
|
2013
Q4 | $209K | Buy |
7,167
+335
| +5% | +$9.77K | 0.02% | 1064 |
|
|
2013
Q3 | $157K | Buy |
6,832
+414
| +6% | +$9.51K | 0.02% | 1113 |
|
|
2013
Q2 | $119K | Buy |
+6,418
| New | +$119K | 0.01% | 1177 |
|