QS Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-22,407
| Closed | -$829K | – | 1955 |
|
|
2018
Q2 | $829K | Hold |
22,407
| – | – | 0.01% | 829 |
|
|
2018
Q1 | $551K | Hold |
22,407
| – | – | 0.01% | 914 |
|
|
2017
Q4 | $495K | Hold |
22,407
| – | – | ﹤0.01% | 936 |
|
|
2017
Q3 | $567K | Buy |
+22,407
| New | +$567K | ﹤0.01% | 925 |
|
|
2015
Q1 | – | Sell |
-387
| Closed | -$6K | – | 1427 |
|
|
2014
Q4 | $6K | Buy |
+387
| New | +$6K | ﹤0.01% | 1365 |
|