Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-389
| Closed | -$13K | – | 2252 |
|
|
2019
Q1 | $13K | Sell |
389
-29
| -7% | -$969 | ﹤0.01% | 1438 |
|
|
2018
Q4 | $11K | Buy |
418
+311
| +291% | +$8.18K | ﹤0.01% | 1446 |
|
|
2018
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 1953 |
|
|
2018
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 1929 |
|
|
2018
Q1 | $3K | Hold |
107
| – | – | ﹤0.01% | 2082 |
|
|
2017
Q4 | $2K | Buy |
107
+100
| +1,429% | +$1.87K | ﹤0.01% | 2193 |
|
|
2017
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2527 |
|