WCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-735,558
| Closed | -$11.2M | – | 119 |
|
|
2014
Q3 | $11.2M | Sell |
735,558
-31,197
| -4% | -$475K | 0.35% | 52 |
|
|
2014
Q2 | $14.5M | Sell |
766,755
-2,249
| -0.3% | -$42.4K | 0.36% | 57 |
|
|
2014
Q1 | $15.1M | Sell |
769,004
-26,495
| -3% | -$522K | 0.54% | 42 |
|
|
2013
Q4 | $23.2M | Sell |
795,499
-78,120
| -9% | -$2.28M | 0.84% | 30 |
|
|
2013
Q3 | $20.1M | Buy |
873,619
+31,192
| +4% | +$718K | 1.05% | 27 |
|
|
2013
Q2 | $15.7M | Buy |
+842,427
| New | +$15.7M | 0.84% | 35 |
|