CP
AVTA

CenterBook Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

CenterBook Partners’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
Q4 		– Sell
-10,270
Closed -$263K – 516
2023
Q3 		$263K Buy
10,270
+580
+6% +$14.8K 0.03% 389
2023
Q2 		$217K Buy
+9,690
New +$217K 0.03% 393