Xact Kapitalforvaltning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,800
| Closed | -$256K | – | 1383 |
|
|
2019
Q4 | $256K | Hold |
9,800
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q3 | $212K | Hold |
9,800
| – | – | ﹤0.01% | 1358 |
|
|
2019
Q2 | $298K | Hold |
9,800
| – | – | 0.01% | 1231 |
|
|
2019
Q1 | $327K | Sell |
9,800
-5,900
| -38% | -$197K | 0.01% | 1174 |
|
|
2018
Q4 | $418K | Buy |
15,700
+8,200
| +109% | +$218K | 0.01% | 1015 |
|
|
2018
Q3 | $302K | Hold |
7,500
| – | – | 0.01% | 1363 |
|
|
2018
Q2 | $278K | Buy |
+7,500
| New | +$278K | 0.01% | 1397 |
|