Systematic Financial Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.66M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $2M | Sell |
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|
2016
Q4 | $1.74M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3.09M | Sell |
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|
2015
Q2 | $3.96M | Sell |
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|
2015
Q1 | $6.25M | Buy |
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|
2014
Q4 | $4.4M | Buy |
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|
2014
Q3 | $3.4M | Sell |
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|
2014
Q2 | $5.7M | Sell |
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|
2014
Q1 | $6.37M | Buy |
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|
2013
Q4 | $6.34M | Sell |
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|
2013
Q3 | $6.76M | Sell |
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|
2013
Q2 | $5.57M | Buy |
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