SeaCrest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-63
| Closed | -$2K | – | 1964 |
|
|
2019
Q1 | $2K | Sell |
63
-587
| -90% | -$18.6K | ﹤0.01% | 1963 |
|
|
2018
Q4 | $17K | Hold |
650
| – | – | ﹤0.01% | 1310 |
|
|
2018
Q3 | $26K | Hold |
650
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q2 | $24K | Buy |
650
+55
| +9% | +$2.03K | ﹤0.01% | 1291 |
|
|
2018
Q1 | $15K | Buy |
595
+587
| +7,338% | +$14.8K | ﹤0.01% | 1444 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2262 |
|