Smith Group Asset 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
Q3 | – | Sell |
-21,164
| Closed | -$643K | – | 455 |
|
|
2019
Q2 | $643K | Sell |
21,164
-2,514
| -11% | -$76.4K | 0.02% | 139 |
|
|
2019
Q1 | $790K | Sell |
23,678
-1,280
| -5% | -$42.7K | 0.03% | 141 |
|
|
2018
Q4 | $665K | Sell |
24,958
-839
| -3% | -$22.4K | 0.02% | 182 |
|
|
2018
Q3 | $1.04M | Buy |
25,797
+1,200
| +5% | +$48.3K | 0.03% | 169 |
|
|
2018
Q2 | $910K | Buy |
24,597
+210
| +0.9% | +$7.77K | 0.03% | 178 |
|
|
2018
Q1 | $600K | Sell |
24,387
-145,227
| -86% | -$3.57M | 0.02% | 191 |
|
|
2017
Q4 | $3.75M | Sell |
169,614
-771
| -0.5% | -$17K | 0.12% | 117 |
|
|
2017
Q3 | $4.31M | Buy |
170,385
+2,006
| +1% | +$50.8K | 0.14% | 105 |
|
|
2017
Q2 | $3.57M | Buy |
+168,379
| New | +$3.57M | 0.11% | 115 |
|