FMII
AVTA

Farmers & Merchants Investments Inc’s Avantax, Inc. Common Stock AVTA Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-35
Closed -$895 – 1808
2023
Q3 		$895 Hold
35
– – ﹤0.01% 1421
2023
Q2 		$783 Hold
35
– – ﹤0.01% 1484
2023
Q1 		$921 Hold
35
– – ﹤0.01% 1412
2022
Q4 		$894 Buy
35
+5
+17% +$128 ﹤0.01% 1436
2022
Q3 		$1K Buy
+30
New +$1K ﹤0.01% 1525