Private Capital 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 |
-166
| Closed | -$2K | – | 2142 |
|
|
2020
Q2 | $2K | Buy |
166
+59
| +55% | +$711 | ﹤0.01% | 1756 |
|
|
2020
Q1 | $1K | Sell |
107
-4
| -4% | -$37 | ﹤0.01% | 1898 |
|
|
2019
Q4 | $2K | Sell |
111
-193
| -63% | -$3.48K | ﹤0.01% | 1741 |
|
|
2019
Q3 | $7K | Buy |
304
+62
| +26% | +$1.43K | ﹤0.01% | 1581 |
|
|
2019
Q2 | $9K | Sell |
242
-54
| -18% | -$2.01K | ﹤0.01% | 1445 |
|
|
2019
Q1 | $10K | Buy |
296
+1
| +0.3% | +$34 | ﹤0.01% | 1482 |
|
|
2018
Q4 | $8K | Buy |
295
+53
| +22% | +$1.44K | ﹤0.01% | 1483 |
|
|
2018
Q3 | $9K | Hold |
242
| – | – | ﹤0.01% | 1512 |
|
|
2018
Q2 | $8K | Buy |
+242
| New | +$8K | ﹤0.01% | 1509 |
|