EWM
AVTA

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

Edge Wealth 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
2014
Q1 		– Sell
-265
Closed -$8K – 437
2013
Q4 		$8K Hold
265
– – ﹤0.01% 279
2013
Q3 		$6K Hold
265
– – ﹤0.01% 264
2013
Q2 		$5K Buy
+265
New +$5K ﹤0.01% 262