EWM
AVTA

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

Empirical Wealth Management’s Portfolio AVTA Stock Details AVTA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$757K Hold
2021
Q4 		$671K Sell
2021
Q3 		$3.34M Hold
2021
Q2 		$3.71M Buy
2021
Q1 		$3.56M Hold
2020
Q4 		$3.41M Sell
2020
Q3 		$4.62M Hold
2020
Q2 		$5.59M Buy