Wolverine Trading’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2804 |
|
|
2021
Q1 | – | Sell |
-10,715
| Closed | -$172K | – | 2655 |
|
|
2020
Q4 | $172K | Buy |
+10,715
| New | +$172K | ﹤0.01% | 1281 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2183 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2437 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2027 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2340 |
|
|
2017
Q4 | – | Sell |
-9,937
| Closed | -$251K | – | 2244 |
|
|
2017
Q3 | $251K | Sell |
9,937
-1,739
| -15% | -$43.9K | ﹤0.01% | 950 |
|
|
2017
Q2 | $251K | Buy |
+11,676
| New | +$251K | ﹤0.01% | 911 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2143 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2211 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2147 |
|