AC
AVTA

Apogem Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Apogem Capital’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24,019
Closed -$382K – 213
2020
Q4 		$382K Buy
+24,019
New +$382K 0.25% 112