UBS’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $463K | Sell |
30,351
-10,827
| -26% | -$165K | ﹤0.01% | 3228 |
|
|
2014
Q2 | $777K | Sell |
41,178
-226,727
| -85% | -$4.28M | ﹤0.01% | 2872 |
|
|
2014
Q1 | $5.28M | Buy |
267,905
+231,673
| +639% | +$4.56M | ﹤0.01% | 1403 |
|
|
2013
Q4 | $1.06M | Buy |
36,232
+32,907
| +990% | +$959K | ﹤0.01% | 2544 |
|
|
2013
Q3 | $77K | Buy |
3,325
+2,757
| +485% | +$63.8K | ﹤0.01% | 4115 |
|
|
2013
Q2 | $11K | Buy |
+568
| New | +$11K | ﹤0.01% | 5269 |
|