CM
AVTA

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

Caption 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
-162,309
Closed -$4.27M – 846
2023
Q1 		$4.27M Sell
162,309
-72,891
-31% -$1.92M 0.08% 24
2022
Q4 		$6M Buy
+235,200
New +$6M 0.09% 21