Systematic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-74,200
| Closed | -$1.64M | – | 684 |
|
|
2017
Q4 | $1.64M | Buy |
74,200
+8,410
| +13% | +$186K | 0.03% | 317 |
|
|
2017
Q3 | $1.66M | Sell |
65,790
-13,810
| -17% | -$349K | 0.03% | 325 |
|
|
2017
Q2 | $1.69M | Sell |
79,600
-36,260
| -31% | -$769K | 0.03% | 452 |
|
|
2017
Q1 | $2M | Sell |
115,860
-2,045
| -2% | -$35.4K | 0.04% | 334 |
|
|
2016
Q4 | $1.74M | Buy |
+117,905
| New | +$1.74M | 0.03% | 453 |
|
|
2015
Q4 | – | Sell |
-224,656
| Closed | -$3.09M | – | 670 |
|
|
2015
Q3 | $3.09M | Sell |
224,656
-20,452
| -8% | -$282K | 0.03% | 318 |
|
|
2015
Q2 | $3.96M | Sell |
245,108
-212,117
| -46% | -$3.43M | 0.03% | 340 |
|
|
2015
Q1 | $6.25M | Buy |
457,225
+139,214
| +44% | +$1.9M | 0.05% | 324 |
|
|
2014
Q4 | $4.4M | Buy |
318,011
+94,756
| +42% | +$1.31M | 0.03% | 358 |
|
|
2014
Q3 | $3.4M | Sell |
223,255
-78,550
| -26% | -$1.2M | 0.02% | 373 |
|
|
2014
Q2 | $5.7M | Sell |
301,805
-21,746
| -7% | -$410K | 0.04% | 340 |
|
|
2014
Q1 | $6.37M | Buy |
323,551
+106,140
| +49% | +$2.09M | 0.04% | 326 |
|
|
2013
Q4 | $6.34M | Sell |
217,411
-76,894
| -26% | -$2.24M | 0.05% | 308 |
|
|
2013
Q3 | $6.76M | Sell |
294,305
-6,340
| -2% | -$146K | 0.05% | 294 |
|
|
2013
Q2 | $5.57M | Buy |
+300,645
| New | +$5.57M | 0.05% | 293 |
|