Private Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,990
| Closed | -$30K | – | 1262 |
|
|
2014
Q3 | $30K | Buy |
1,990
+845
| +74% | +$12.7K | 0.01% | 702 |
|
|
2014
Q2 | $22K | Sell |
1,145
-740
| -39% | -$14.2K | 0.01% | 808 |
|
|
2014
Q1 | $37K | Buy |
1,885
+1,240
| +192% | +$24.3K | 0.01% | 574 |
|
|
2013
Q4 | $19K | Hold |
645
| – | – | 0.01% | 729 |
|
|
2013
Q3 | $15K | Hold |
645
| – | – | 0.01% | 766 |
|
|
2013
Q2 | $12K | Buy |
+645
| New | +$12K | 0.01% | 802 |
|