FG
AVTA

Formula Growth’s Avantax, Inc. Common Stock AVTA Stock Holding History

Formula Growth’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-210,655
Closed -$3.35M – 178
2020
Q4 		$3.35M Sell
210,655
-79,787
-27% -$1.27M 0.56% 46
2020
Q3 		$2.74M Buy
+290,442
New +$2.74M 0.51% 56