CPA
AVTA

Cowen Prime Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Cowen Prime Advisors’s Portfolio AVTA Stock Details AVTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-162,500
Closed -$2.4M – 193
2016
Q4 		$2.4M Sell
162,500
-18,100
-10% -$267K 1.29% 22
2016
Q3 		$2.02M Sell
180,600
-26,100
-13% -$292K 0.92% 31
2016
Q2 		$2.14M Buy
+206,700
New +$2.14M 1.04% 28