Mesirow Financial Investment Management - Fixed Income’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-199,096
Closed -$5.81M 199
2013
Q4
$5.81M Sell
199,096
-122,312
-38% -$3.57M 1.55% 11
2013
Q3
$7.39M Buy
321,408
+131,301
+69% +$3.02M 2.11% 4
2013
Q2
$3.53M Buy
+190,107
New +$3.53M 1.06% 27