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Avantax Planning Partners’s Moelis & Co MC Stock Holding History

Avantax Planning Partners’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$5K – 948
2018
Q1 		$5K Buy
+100
New +$5K ﹤0.01% 1326