KIG
AVTA

Kessler Investment Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kessler Investment Group’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,463
Closed -$260K – 146
2018
Q3 		$260K Buy
6,463
+1,505
+30% +$60.5K 0.27% 50
2018
Q2 		$183K Buy
4,958
+518
+12% +$19.1K 0.22% 57
2018
Q1 		$109K Buy
+4,440
New +$109K 0.14% 67