Riverhead Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $165K | Hold |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $204K | Hold |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $146K | Hold |
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|
2017
Q4 | $131K | Buy |
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|
2017
Q3 | $117K | Buy |
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|
2017
Q2 | $83K | Buy |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $18K | Sell |
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|
2016
Q1 | $85K | Sell |
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|
2015
Q4 | $165K | Buy |
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