BPM
AVTA

Bowling Portfolio Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bowling Portfolio 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
2019
Q4 		– Sell
-50,098
Closed -$1.08M – 388
2019
Q3 		$1.08M Buy
+50,098
New +$1.08M 0.18% 207
2018
Q1 		– Sell
-25,353
Closed -$560K – 419
2017
Q4 		$560K Sell
25,353
-7,873
-24% -$174K 0.07% 298
2017
Q3 		$841K Buy
+33,226
New +$841K 0.13% 244