FORA Capital’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
-16,324
Closed -$418K 678
2023
Q3
$418K Buy
+16,324
New +$418K 0.04% 359
2021
Q3
Sell
-2,449
Closed -$42K 937
2021
Q2
$42K Buy
+2,449
New +$42K 0.01% 744