AIM
AVTA

Alambic Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Alambic Investment Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-153,500
Closed -$3.88M – 527
2017
Q3 		$3.88M Buy
153,500
+99,800
+186% +$2.53M 0.42% 76
2017
Q2 		$1.14M Buy
+53,700
New +$1.14M 0.14% 241
2016
Q4 		– Sell
-14,400
Closed -$161K – 604
2016
Q3 		$161K Buy
+14,400
New +$161K 0.04% 452