One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,690
| Closed | -$290K | – | 524 |
|
|
2019
Q1 | $290K | Buy |
8,690
+1,155
| +15% | +$38.5K | 0.24% | 74 |
|
|
2018
Q4 | $201K | Sell |
7,535
-2,300
| -23% | -$61.4K | 0.2% | 95 |
|
|
2018
Q3 | $396K | Buy |
9,835
+2,748
| +39% | +$111K | 0.3% | 57 |
|
|
2018
Q2 | $262K | Buy |
7,087
+6,959
| +5,437% | +$257K | 0.21% | 97 |
|
|
2018
Q1 | $3K | Buy |
128
+104
| +433% | +$2.44K | ﹤0.01% | 456 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 555 |
|