EIM
AVTA

Essex Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Essex Investment 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
Q2 		– Sell
-30,000
Closed -$591K – 372
2014
Q1 		$591K Buy
30,000
+5,000
+20% +$98.5K 0.09% 233
2013
Q4 		$729K Buy
+25,000
New +$729K 0.1% 234