CM
AVTA

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

CastleKnight 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
2022
Q4 		– Sell
-45,000
Closed -$870K – 260
2022
Q3 		$870K Sell
45,000
-21,235
-32% -$411K 0.12% 95
2022
Q2 		$1.22M Hold
66,235
– – 0.2% 80
2022
Q1 		$1.3M Hold
66,235
– – 0.18% 88
2021
Q4 		$1.15M Buy
+66,235
New +$1.15M 0.24% 79