Avantax Planning Partners’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-716
Closed -$60K 1071
2018
Q3
$60K Buy
+716
New +$60K ﹤0.01% 443
2018
Q2
Sell
-857
Closed -$86K 1303
2018
Q1
$86K Buy
+857
New +$86K 0.01% 435