PEAK6 Group’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
Q2 | – | Hold |
0
| – | – | – | 2068 |
|
|
2018
Q1 | – | Sell |
-8,212
| Closed | -$181K | – | 2050 |
|
|
2017
Q4 | $181K | Sell |
8,212
-26,438
| -76% | -$583K | ﹤0.01% | 808 |
|
|
2017
Q3 | $877K | Buy |
+34,650
| New | +$877K | ﹤0.01% | 416 |
|
|
2017
Q2 | – | Sell |
-29,280
| Closed | -$507K | – | 2029 |
|
|
2017
Q1 | $507K | Buy |
29,280
+22,847
| +355% | +$396K | ﹤0.01% | 524 |
|
|
2016
Q4 | $95K | Buy |
+6,433
| New | +$95K | ﹤0.01% | 938 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1827 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1845 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1940 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2019 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2097 |
|
|
2015
Q2 | – | Sell |
-27,170
| Closed | -$371K | – | 2100 |
|
|
2015
Q1 | $371K | Sell |
27,170
-12,234
| -31% | -$167K | ﹤0.01% | 625 |
|
|
2014
Q4 | $546K | Sell |
39,404
-4,581
| -10% | -$63.5K | ﹤0.01% | 566 |
|
|
2014
Q3 | $670K | Buy |
43,985
+18,161
| +70% | +$277K | 0.01% | 602 |
|
|
2014
Q2 | $487K | Sell |
25,824
-7,435
| -22% | -$140K | ﹤0.01% | 607 |
|
|
2014
Q1 | $655K | Buy |
+33,259
| New | +$655K | 0.01% | 630 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 2090 |
|
|
2013
Q3 | – | Sell |
-12,179
| Closed | -$226 | – | 2049 |
|
|
2013
Q2 | $226 | Buy |
+12,179
| New | +$226 | ﹤0.01% | 889 |
|