Fortis 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
2018
Q4
Sell
-3,251
Closed -$131K 341
2018
Q3
$131K Buy
+3,251
New +$131K 0.07% 122
2017
Q4
Sell
-7,664
Closed -$194K 311
2017
Q3
$194K Buy
+7,664
New +$194K 0.13% 61