TFS Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $2M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.41M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $244K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $610K | Sell |
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|
2014
Q1 | $1.07M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.59M | Buy |
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