OppenheimerFunds’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
Q1 | $367K | Buy |
11,002
+254
| +2% | +$8.47K | ﹤0.01% | 1478 |
|
|
2018
Q4 | $286K | Buy |
10,748
+633
| +6% | +$16.8K | ﹤0.01% | 1589 |
|
|
2018
Q3 | $407K | Buy |
10,115
+1,713
| +20% | +$68.9K | ﹤0.01% | 1526 |
|
|
2018
Q2 | $311K | Sell |
8,402
-4,929
| -37% | -$182K | ﹤0.01% | 1617 |
|
|
2018
Q1 | $328K | Sell |
13,331
-1,990
| -13% | -$49K | ﹤0.01% | 1563 |
|
|
2017
Q4 | $338K | Buy |
15,321
+282
| +2% | +$6.22K | ﹤0.01% | 1659 |
|
|
2017
Q3 | $380K | Sell |
15,039
-2,193
| -13% | -$55.4K | ﹤0.01% | 1633 |
|
|
2017
Q2 | $366K | Sell |
17,232
-4,523
| -21% | -$96.1K | ﹤0.01% | 1636 |
|
|
2017
Q1 | $376K | Buy |
21,755
+6,455
| +42% | +$112K | ﹤0.01% | 1623 |
|
|
2016
Q4 | $226K | Sell |
15,300
-2,043
| -12% | -$30.2K | ﹤0.01% | 1702 |
|
|
2016
Q3 | $194K | Sell |
17,343
-2,523
| -13% | -$28.2K | ﹤0.01% | 1658 |
|
|
2016
Q2 | $206K | Sell |
19,866
-9,612
| -33% | -$99.7K | ﹤0.01% | 1613 |
|
|
2016
Q1 | $152K | Buy |
29,478
+6,324
| +27% | +$32.6K | ﹤0.01% | 1631 |
|
|
2015
Q4 | $227K | Buy |
+23,154
| New | +$227K | ﹤0.01% | 1619 |
|