Wolverine Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,314
| Closed | -$468K | – | 1772 |
|
|
2023
Q3 | $468K | Buy |
+18,314
| New | +$468K | 0.01% | 605 |
|
|
2021
Q2 | – | Sell |
-22,945
| Closed | -$381K | – | 2279 |
|
|
2021
Q1 | $381K | Buy |
+22,945
| New | +$381K | ﹤0.01% | 824 |
|
|
2017
Q1 | – | Sell |
-14,702
| Closed | -$216K | – | 996 |
|
|
2016
Q4 | $216K | Buy |
+14,702
| New | +$216K | ﹤0.01% | 440 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 917 |
|
|
2016
Q2 | – | Sell |
-139,311
| Closed | -$718K | – | 933 |
|
|
2016
Q1 | $718K | Buy |
+139,311
| New | +$718K | 0.02% | 392 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1297 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1311 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1305 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1407 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1500 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1494 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 1540 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1612 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 1532 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1383 |
|