IPW
AVTA

Impact Partnership Wealth’s Avantax, Inc. Common Stock AVTA Stock Holding History

Impact Partnership Wealth’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
-86
Closed -$2.2K – 1120
2023
Q3 		$2.2K Sell
86
-13,346
-99% -$341K ﹤0.01% 823
2023
Q2 		$301K Buy
+13,432
New +$301K 0.1% 141