Spark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17,500
| Closed | -$531K | – | 537 |
|
|
2019
Q2 | $531K | Buy |
+17,500
| New | +$531K | 0.04% | 364 |
|
|
2015
Q3 | – | Sell |
-46,900
| Closed | -$756K | – | 765 |
|
|
2015
Q2 | $756K | Hold |
46,900
| – | – | 0.11% | 272 |
|
|
2015
Q1 | $640K | Sell |
46,900
-28,200
| -38% | -$385K | 0.09% | 315 |
|
|
2014
Q4 | $1.04M | Buy |
75,100
+52,200
| +228% | +$722K | 0.17% | 180 |
|
|
2014
Q3 | $348K | Buy |
+22,900
| New | +$348K | 0.05% | 415 |
|
|
2013
Q4 | – | Sell |
-34,000
| Closed | -$780K | – | 717 |
|
|
2013
Q3 | $780K | Buy |
+34,000
| New | +$780K | 0.18% | 176 |
|