PDT Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-39,696
| Closed | -$389K | – | 609 |
|
|
2015
Q4 | $389K | Buy |
39,696
+7,446
| +23% | +$73K | 0.05% | 297 |
|
|
2015
Q3 | $444K | Buy |
32,250
+11,482
| +55% | +$158K | 0.01% | 941 |
|
|
2015
Q2 | $335K | Buy |
+20,768
| New | +$335K | 0.01% | 1104 |
|
|
2014
Q4 | – | Sell |
-73,972
| Closed | -$1.13M | – | 1170 |
|
|
2014
Q3 | $1.13M | Buy |
+73,972
| New | +$1.13M | 0.03% | 596 |
|