BAM
AVTA

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

Belpointe Asset Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-324
Closed -$8.53K – 3630
2023
Q1 		$8.53K Buy
324
+38
+13% +$1K ﹤0.01% 2800
2022
Q4 		$7.3K Buy
+286
New +$7.3K ﹤0.01% 2771