Avantax Advisory Services’s Commault Systems CVLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$518K	Buy	2,972 +1,669	+128%	+$291K	﹤0.01%	1562
2025 Q1	$206K	Buy	+1,303	New	+$206K	﹤0.01%	2095
2024 Q4	–	Sell	-1,710	Closed	-$263K	–	2198
2024 Q3	$263K	Sell	1,710 -427	-20%	-$65.7K	﹤0.01%	1851
2024 Q2	$260K	Buy	+2,137	New	+$260K	﹤0.01%	1795