United Services Automobile Association’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
Q3 | – | Sell |
-7,750
| Closed | -$235K | – | 1881 |
|
|
2019
Q2 | $235K | Sell |
7,750
-3,034
| -28% | -$92K | ﹤0.01% | 1981 |
|
|
2019
Q1 | $360K | Sell |
10,784
-44,179
| -80% | -$1.47M | ﹤0.01% | 1797 |
|
|
2018
Q4 | $1.46M | Buy |
54,963
+4,278
| +8% | +$114K | ﹤0.01% | 1127 |
|
|
2018
Q3 | $2.04M | Sell |
50,685
-50,123
| -50% | -$2.02M | 0.01% | 1121 |
|
|
2018
Q2 | $3.73M | Buy |
100,808
+38,392
| +62% | +$1.42M | 0.01% | 933 |
|
|
2018
Q1 | $1.54M | Buy |
62,416
+13,597
| +28% | +$334K | ﹤0.01% | 1207 |
|
|
2017
Q4 | $1.08M | Buy |
48,819
+6,319
| +15% | +$140K | ﹤0.01% | 1199 |
|
|
2017
Q3 | $1.08M | Buy |
42,500
+2,400
| +6% | +$60.7K | ﹤0.01% | 1168 |
|
|
2017
Q2 | $850K | Buy |
+40,100
| New | +$850K | ﹤0.01% | 1190 |
|