Quantitative Investment Management’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 |
-7,300
| Closed | -$270K | – | 932 |
|
|
2018
Q2 | $270K | Buy |
+7,300
| New | +$270K | 0.01% | 673 |
|
|
2016
Q4 | – | Sell |
-20,800
| Closed | -$232K | – | 986 |
|
|
2016
Q3 | $232K | Buy |
+20,800
| New | +$232K | 0.01% | 614 |
|
|
2016
Q2 | – | Sell |
-57,800
| Closed | -$298K | – | 967 |
|
|
2016
Q1 | $298K | Buy |
+57,800
| New | +$298K | 0.01% | 637 |
|
|
2014
Q2 | – | Sell |
-11,200
| Closed | -$220K | – | 676 |
|
|
2014
Q1 | $220K | Buy |
+11,200
| New | +$220K | 0.01% | 472 |
|