IPC
AVTA

Independent Portfolio Consultants’s Avantax, Inc. Common Stock AVTA Stock Holding History

Independent Portfolio Consultants’s Portfolio AVTA Stock Details AVTA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$11K Buy
2015
Q2 		– Sell
2015
Q1 		$29K Sell
2014
Q4 		$36K Hold
2014
Q3 		$39K Hold
2014
Q2 		$49K Buy