Scout Investments’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
Q4 | – | Sell |
-185,018
| Closed | -$1.74M | – | 332 |
|
|
2020
Q3 | $1.74M | Sell |
185,018
-5,322
| -3% | -$50.1K | 0.04% | 305 |
|
|
2020
Q2 | $2.17M | Sell |
190,340
-2,093
| -1% | -$23.9K | 0.05% | 290 |
|
|
2020
Q1 | $2.32M | Sell |
192,433
-10,820
| -5% | -$130K | 0.07% | 257 |
|
|
2019
Q4 | $5.31M | Sell |
203,253
-3,300
| -2% | -$86.3K | 0.1% | 213 |
|
|
2019
Q3 | $4.47M | Sell |
206,553
-2,054
| -1% | -$44.5K | 0.09% | 215 |
|
|
2019
Q2 | $6.34M | Buy |
208,607
+81,051
| +64% | +$2.46M | 0.12% | 185 |
|
|
2019
Q1 | $4.26M | Buy |
+127,556
| New | +$4.26M | 0.09% | 192 |
|