Sterling Capital 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
Q1 | – | Sell |
-17,249
| Closed | -$460K | – | 897 |
|
|
2018
Q4 | $460K | Buy |
+17,249
| New | +$460K | 0.01% | 757 |
|
|
2017
Q2 | – | Sell |
-54,754
| Closed | -$947K | – | 1024 |
|
|
2017
Q1 | $947K | Hold |
54,754
| – | – | 0.01% | 609 |
|
|
2016
Q4 | $808K | Buy |
+54,754
| New | +$808K | 0.01% | 669 |
|
|
2015
Q4 | – | Sell |
-37,569
| Closed | -$517K | – | 1056 |
|
|
2015
Q3 | $517K | Buy |
+37,569
| New | +$517K | ﹤0.01% | 730 |
|
|
2014
Q2 | – | Sell |
-10,932
| Closed | -$215K | – | 947 |
|
|
2014
Q1 | $215K | Buy |
+10,932
| New | +$215K | ﹤0.01% | 905 |
|