Westover Capital Advisors’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 |
-8,298
| Closed | -$252K | – | 148 |
|
|
2019
Q2 | $252K | Sell |
8,298
-50
| -0.6% | -$1.52K | 0.12% | 115 |
|
|
2019
Q1 | $279K | Sell |
8,348
-337
| -4% | -$11.3K | 0.14% | 104 |
|
|
2018
Q4 | $231K | Sell |
8,685
-153
| -2% | -$4.07K | 0.14% | 100 |
|
|
2018
Q3 | $356K | Sell |
8,838
-625
| -7% | -$25.2K | 0.18% | 88 |
|
|
2018
Q2 | $350K | Sell |
9,463
-5,134
| -35% | -$190K | 0.19% | 84 |
|
|
2018
Q1 | $359K | Hold |
14,597
| – | – | 0.2% | 87 |
|
|
2017
Q4 | $323K | Sell |
14,597
-2,522
| -15% | -$55.8K | 0.18% | 97 |
|
|
2017
Q3 | $433K | Buy |
17,119
+1,358
| +9% | +$34.3K | 0.25% | 83 |
|
|
2017
Q2 | $334K | Buy |
+15,761
| New | +$334K | 0.22% | 83 |
|