Private Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-615
| Closed | -$7K | – | 3639 |
|
|
2020
Q2 | $7K | Buy |
+615
| New | +$7K | ﹤0.01% | 3112 |
|
|
2018
Q3 | – | Sell |
-7,789
| Closed | -$288K | – | 1665 |
|
|
2018
Q2 | $288K | Buy |
+7,789
| New | +$288K | ﹤0.01% | 1008 |
|
|
2015
Q2 | – | Sell |
-13,338
| Closed | -$182K | – | 1109 |
|
|
2015
Q1 | $182K | Buy |
+13,338
| New | +$182K | 0.01% | 908 |
|