Pacer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,308
| Closed | -$214K | – | 1098 |
|
|
2018
Q3 | $214K | Buy |
+5,308
| New | +$214K | 0.01% | 1024 |
|
|
2018
Q2 | – | Sell |
-5,414
| Closed | -$133K | – | 1206 |
|
|
2018
Q1 | $133K | Buy |
5,414
+2,068
| +62% | +$50.8K | 0.01% | 925 |
|
|
2017
Q4 | $74K | Buy |
3,346
+1,965
| +142% | +$43.5K | 0.01% | 986 |
|
|
2017
Q3 | $35K | Buy |
+1,381
| New | +$35K | ﹤0.01% | 1131 |
|