CM
AVTA
CM Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-65,000
| Closed | -$1.01M | – | 99 |
|
|
2021
Q3 | $1.01M | Hold |
65,000
| – | – | 0.76% | 48 |
|
|
2021
Q2 | $1.13M | Sell |
65,000
-35,000
| -35% | -$606K | 0.81% | 48 |
|
|
2021
Q1 | $1.66M | Hold |
100,000
| – | – | 1.24% | 26 |
|
|
2020
Q4 | $1.59M | Buy |
+100,000
| New | +$1.59M | 1.48% | 23 |
|