Teachers Advisors’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 | $3.64M | Buy |
108,936
+2,723
| +3% | +$90.9K | ﹤0.01% | 1612 |
|
|
2018
Q4 | $2.83M | Buy |
106,213
+2,381
| +2% | +$63.4K | ﹤0.01% | 1632 |
|
|
2018
Q3 | $4.18M | Buy |
103,832
+15,926
| +18% | +$641K | 0.01% | 1555 |
|
|
2018
Q2 | $3.25M | Buy |
87,906
+8,188
| +10% | +$303K | ﹤0.01% | 1663 |
|
|
2018
Q1 | $1.96M | Hold |
79,718
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q4 | $1.76M | Buy |
79,718
+4,712
| +6% | +$104K | ﹤0.01% | 1927 |
|
|
2017
Q3 | $1.9M | Buy |
75,006
+403
| +0.5% | +$10.2K | ﹤0.01% | 1869 |
|
|
2017
Q2 | $1.58M | Buy |
74,603
+717
| +1% | +$15.2K | ﹤0.01% | 1959 |
|
|
2017
Q1 | $1.28M | Sell |
73,886
-9,525
| -11% | -$165K | ﹤0.01% | 2036 |
|
|
2016
Q4 | $1.23M | Buy |
83,411
+873
| +1% | +$12.9K | ﹤0.01% | 2062 |
|
|
2016
Q3 | $924K | Buy |
82,538
+12,840
| +18% | +$144K | ﹤0.01% | 2113 |
|
|
2016
Q2 | $722K | Buy |
69,698
+8,068
| +13% | +$83.6K | ﹤0.01% | 2221 |
|
|
2016
Q1 | $318K | Buy |
61,630
+1,713
| +3% | +$8.84K | ﹤0.01% | 2584 |
|
|
2015
Q4 | $587K | Hold |
59,917
| – | – | ﹤0.01% | 2311 |
|
|
2015
Q3 | $825K | Hold |
59,917
| – | – | ﹤0.01% | 2107 |
|
|
2015
Q2 | $968K | Sell |
59,917
-708
| -1% | -$11.4K | ﹤0.01% | 2141 |
|
|
2015
Q1 | $828K | Buy |
60,625
+1,053
| +2% | +$14.4K | ﹤0.01% | 2151 |
|
|
2014
Q4 | $825K | Hold |
59,572
| – | – | ﹤0.01% | 2141 |
|
|
2014
Q3 | $908K | Hold |
59,572
| – | – | ﹤0.01% | 2055 |
|
|
2014
Q2 | $1.12M | Sell |
59,572
-533
| -0.9% | -$10.1K | ﹤0.01% | 1980 |
|
|
2014
Q1 | $1.18M | Buy |
60,105
+1,580
| +3% | +$31.1K | ﹤0.01% | 1912 |
|
|
2013
Q4 | $1.71M | Buy |
58,525
+1,710
| +3% | +$49.9K | ﹤0.01% | 1657 |
|
|
2013
Q3 | $1.31M | Buy |
56,815
+2,414
| +4% | +$55.5K | ﹤0.01% | 1759 |
|
|
2013
Q2 | $1.01M | Buy |
+54,401
| New | +$1.01M | ﹤0.01% | 1850 |
|