II
AVTA

Inspire Investing’s Avantax, Inc. Common Stock AVTA Stock Holding History

Inspire Investing’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
Q3 		– Sell
-15,840
Closed -$274K – 960
2021
Q2 		$274K Buy
15,840
+480
+3% +$8.3K 0.04% 548
2021
Q1 		$256K Sell
15,360
-3,798
-20% -$63.3K 0.04% 556
2020
Q4 		$305K Buy
19,158
+4,740
+33% +$75.5K 0.07% 436
2020
Q3 		$136K Buy
+14,418
New +$136K 0.04% 417