JPLA
AVTA

Joseph P. Lucia & Associates’s Avantax, Inc. Common Stock AVTA Stock Holding History

Joseph P. Lucia & Associates’s Portfolio AVTA Stock Details AVTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33
Closed -$1K – 585
2021
Q3 		$1K Hold
33
– – ﹤0.01% 570
2021
Q2 		$1K Hold
33
– – ﹤0.01% 560
2021
Q1 		$1K Buy
+33
New +$1K ﹤0.01% 556