E
AVTA

Ergoteles’s Avantax, Inc. Common Stock AVTA Stock Holding History

Ergoteles’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,930
Closed -$279K – 1926
2022
Q4 		$279K Buy
+10,930
New +$279K 0.01% 939
2022
Q3 		– Sell
-12,800
Closed -$236K – 2135
2022
Q2 		$236K Buy
+12,800
New +$236K 0.01% 1235