Permit Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $3.31M | Sell |
|
|||||
|
2017
Q3 | $5.7M | Sell |
|
|||||
|
2017
Q2 | $8.15M | Sell |
|
|||||
|
2017
Q1 | $7.97M | Sell |
|
|||||
|
2016
Q4 | $7.82M | Sell |
|
|||||
|
2016
Q3 | $7.51M | Sell |
|
|||||
|
2016
Q2 | $7.54M | Buy |
|
|||||
|
2016
Q1 | $3.52M | Buy |
|
|||||
|
2015
Q4 | $3.32M | Buy |
|
|||||
|
2015
Q3 | $3.66M | Buy |
|
|||||
|
2015
Q2 | $3.94M | Hold |
|
|||||
|
2015
Q1 | $3.34M | Buy |
|
|||||
|
2014
Q4 | $915K | Buy |
|