AWE
AVTA

Avidian Wealth Enterprises’s Avantax, Inc. Common Stock AVTA Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-48,962
Closed -$1.06M – 240
2019
Q3 		$1.06M Buy
48,962
+18,731
+62% +$406K 0.17% 54
2019
Q2 		$918K Buy
+30,231
New +$918K 0.22% 39