Spot Trading’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1254 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1312 |
|
|
2017
Q1 | – | Sell |
-3,248
| Closed | -$48K | – | 1303 |
|
|
2016
Q4 | $48K | Buy |
+3,248
| New | +$48K | ﹤0.01% | 556 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1406 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1487 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1541 |
|
|
2015
Q2 | – | Sell |
-9,664
| Closed | -$132K | – | 1619 |
|
|
2015
Q1 | $132K | Sell |
9,664
-28,025
| -74% | -$383K | ﹤0.01% | 761 |
|
|
2014
Q4 | $522K | Buy |
+37,689
| New | +$522K | ﹤0.01% | 540 |
|
|
2014
Q3 | – | Sell |
-15,367
| Closed | -$290K | – | 1751 |
|
|
2014
Q2 | $290K | Buy |
15,367
+3,880
| +34% | +$73.2K | ﹤0.01% | 749 |
|
|
2014
Q1 | $226K | Buy |
+11,487
| New | +$226K | ﹤0.01% | 733 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1597 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 1616 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1510 |
|