PIA
AVTA
Piedmont Investment Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,168
| Closed | -$406K | – | 1305 |
|
|
2019
Q1 | $406K | Buy |
12,168
+759
| +7% | +$25.3K | 0.02% | 632 |
|
|
2018
Q4 | $304K | Buy |
11,409
+444
| +4% | +$11.8K | 0.01% | 715 |
|
|
2018
Q3 | $441K | Buy |
10,965
+18
| +0.2% | +$724 | 0.02% | 591 |
|
|
2018
Q2 | $405K | Buy |
10,947
+964
| +10% | +$35.7K | 0.02% | 524 |
|
|
2018
Q1 | $246K | Buy |
9,983
+503
| +5% | +$12.4K | 0.01% | 643 |
|
|
2017
Q4 | $210K | Sell |
9,480
-307
| -3% | -$6.8K | ﹤0.01% | 696 |
|
|
2017
Q3 | $248K | Buy |
+9,787
| New | +$248K | 0.01% | 649 |
|
|
2015
Q3 | – | Sell |
-83
| Closed | -$1.34K | – | 435 |
|
|
2015
Q2 | $1.34K | Hold |
83
| – | – | ﹤0.01% | 383 |
|
|
2015
Q1 | $1.13K | Hold |
83
| – | – | ﹤0.01% | 303 |
|
|
2014
Q4 | $1.15K | Hold |
83
| – | – | ﹤0.01% | 304 |
|
|
2014
Q3 | $1.26K | Hold |
83
| – | – | ﹤0.01% | 288 |
|
|
2014
Q2 | $1.57K | Hold |
83
| – | – | ﹤0.01% | 303 |
|
|
2014
Q1 | $1.63K | Hold |
83
| – | – | ﹤0.01% | 302 |
|
|
2013
Q4 | $2.42K | Buy |
+83
| New | +$2.42K | ﹤0.01% | 265 |
|