Barrett Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-150	Closed	-$2K	–	471
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	443
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	409
2020 Q3	$1K	Hold	150	–	–	﹤0.01%	377
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	385
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	346
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	354
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	343
2019 Q2	$5K	Hold	150	–	–	﹤0.01%	334
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	342
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	344
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	343
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	352
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	364
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	383
2017 Q3	$4K	Hold	150	–	–	﹤0.01%	351
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	366
2017 Q1	$3K	Hold	150	–	–	﹤0.01%	356
2016 Q4	$2K	Hold	150	–	–	﹤0.01%	361
2016 Q3	$2K	Hold	150	–	–	﹤0.01%	326
2016 Q2	$2K	Hold	150	–	–	﹤0.01%	327
2016 Q1	$1K	Hold	150	–	–	﹤0.01%	403
2015 Q4	$1K	Hold	150	–	–	﹤0.01%	340
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	308
2015 Q2	$2K	Hold	150	–	–	﹤0.01%	321
2015 Q1	$2K	Hold	150	–	–	﹤0.01%	341
2014 Q4	$2K	Hold	150	–	–	﹤0.01%	360
2014 Q3	$2K	Hold	150	–	–	﹤0.01%	360
2014 Q2	$3K	Hold	150	–	–	﹤0.01%	347
2014 Q1	$3K	Hold	150	–	–	﹤0.01%	336
2013 Q4	$4K	Hold	150	–	–	﹤0.01%	312
2013 Q3	$3K	Hold	150	–	–	﹤0.01%	331
2013 Q2	$3K	Buy	+150	New	+$3K	﹤0.01%	329