ADEF
AVTA

Adams Diversified Equity Fund’s Avantax, Inc. Common Stock AVTA Stock Holding History

Adams Diversified Equity Fund’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-30,300
Closed -$745K – 245
2018
Q1 		$745K Hold
30,300
– – 0.04% 144
2017
Q4 		$670K Sell
30,300
-8,800
-23% -$195K 0.04% 166
2017
Q3 		$989K Buy
+39,100
New +$989K 0.05% 137