Tradewinds 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1K | – | 761 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 662 |
|
|
2019
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 656 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | – | – | 722 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 709 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 685 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | – | – | 705 |
|
|
2015
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 697 |
|
|
2015
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 731 |
|
|
2015
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 700 |
|
|
2015
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 657 |
|
|
2014
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 660 |
|
|
2014
Q3 | $0 | Sell |
10
-15
| -60% | – | ﹤0.01% | 644 |
|
|
2014
Q2 | $0 | Buy |
25
+10
| +67% | – | ﹤0.01% | 657 |
|
|
2014
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 658 |
|
|
2013
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 604 |
|