AI
AVTA

Analytic Investors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Analytic Investors’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-69,924
Closed -$968K – 617
2014
Q4 		$968K Sell
69,924
-1,745
-2% -$24.2K 0.01% 355
2014
Q3 		$1.09M Buy
71,669
+61,074
+576% +$931K 0.02% 356
2014
Q2 		$200K Buy
+10,595
New +$200K ﹤0.01% 501