EverSource Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-82	Closed	-$2.1K	–	2779
2023 Q3	$2.1K	Hold	82	–	–	﹤0.01%	1989
2023 Q2	$1.84K	Hold	82	–	–	﹤0.01%	2048
2023 Q1	$2.16K	Hold	82	–	–	﹤0.01%	1913
2022 Q4	$2.09K	Hold	82	–	–	﹤0.01%	1902
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	1756
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	1601
2022 Q1	$2K	Hold	82	–	–	﹤0.01%	1608
2021 Q4	$1K	Buy	+82	New	+$1K	﹤0.01%	1753