CIBC Private Wealth Group
AVTA

CIBC Private Wealth Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

CIBC Private Wealth Group’s Portfolio AVTA Stock Details AVTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-539
Closed -$20K – 1809
2018
Q2 		$20K Buy
539
+500
+1,282% +$18.6K ﹤0.01% 1405
2018
Q1 		$1K Hold
39
– – ﹤0.01% 1893
2017
Q4 		$1K Buy
+39
New +$1K ﹤0.01% 1893