KC
AVTA

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

Kellner Capital’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
-37,600
Closed -$962K – 26
2023
Q3 		$962K Buy
+37,600
New +$962K 1.13% 15