Avantax Planning Partners’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$67K	–	582
2018 Q3	$67K	Buy	+300	New	+$67K	0.01%	427
2018 Q2	–	Sell	-347	Closed	-$69K	–	630
2018 Q1	$69K	Buy	+347	New	+$69K	0.01%	471