LWM
AVTA

Lenox Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Lenox Wealth Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-612
Closed -$18K – 740
2019
Q2 		$18K Buy
612
+47
+8% +$1.38K 0.01% 360
2019
Q1 		$19K Buy
565
+297
+111% +$9.99K 0.01% 362
2018
Q4 		$70K Buy
+268
New +$70K 0.02% 189