FCH
AVTA

Freestone Capital Holdings’s Avantax, Inc. Common Stock AVTA Stock Holding History

Freestone Capital Holdings’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
-237
Closed -$3.77K – 1206
2020
Q4 		$3.77K Buy
237
+2
+0.9% +$32 ﹤0.01% 1047
2020
Q3 		$2.21K Buy
+235
New +$2.21K ﹤0.01% 1020