WesBanco Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,100
| Closed | -$223K | – | 552 |
|
|
2014
Q4 | $223K | Sell |
16,100
-16,900
| -51% | -$234K | 0.01% | 487 |
|
|
2014
Q3 | $503K | Buy |
33,000
+4,350
| +15% | +$66.3K | 0.03% | 335 |
|
|
2014
Q2 | $541K | Buy |
28,650
+1,250
| +5% | +$23.6K | 0.03% | 325 |
|
|
2014
Q1 | $540K | Buy |
27,400
+7,400
| +37% | +$146K | 0.03% | 329 |
|
|
2013
Q4 | $583K | Hold |
20,000
| – | – | 0.03% | 313 |
|
|
2013
Q3 | $460K | Hold |
20,000
| – | – | 0.03% | 341 |
|
|
2013
Q2 | $371K | Buy |
+20,000
| New | +$371K | 0.02% | 370 |
|