Oppenheimer & Co’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
Q4 | – | Sell |
-33,486
| Closed | -$461K | – | 1384 |
|
|
2015
Q3 | $461K | Buy |
33,486
+10,768
| +47% | +$148K | 0.01% | 838 |
|
|
2015
Q2 | $367K | Buy |
22,718
+8,518
| +60% | +$138K | 0.01% | 1017 |
|
|
2015
Q1 | $194K | Sell |
14,200
-25,670
| -64% | -$351K | 0.01% | 1316 |
|
|
2014
Q4 | $552K | Sell |
39,870
-8,954
| -18% | -$124K | 0.02% | 784 |
|
|
2014
Q3 | $744K | Sell |
48,824
-35,307
| -42% | -$538K | 0.02% | 702 |
|
|
2014
Q2 | $1.59M | Buy |
+84,131
| New | +$1.59M | 0.05% | 447 |
|
|
2013
Q4 | – | Sell |
-74,713
| Closed | -$1.72M | – | 1464 |
|
|
2013
Q3 | $1.72M | Buy |
74,713
+51,413
| +221% | +$1.18M | 0.06% | 367 |
|
|
2013
Q2 | $432K | Buy |
+23,300
| New | +$432K | 0.02% | 771 |
|