AIM
AVTA

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

Assured 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
2019
Q1 		– Sell
-9,253
Closed -$246K – 1376
2018
Q4 		$246K Buy
+9,253
New +$246K 0.01% 828
2018
Q3 		– Sell
-17,277
Closed -$639K – 1308
2018
Q2 		$639K Buy
17,277
+10,414
+152% +$385K 0.01% 713
2018
Q1 		$169K Buy
+6,863
New +$169K ﹤0.01% 969