MCC
AVTA

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

Money Concepts 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
Q1 		– Sell
-889
Closed -$22.7K – 3142
2022
Q4 		$22.7K Sell
889
-14,588
-94% -$372K ﹤0.01% 1612
2022
Q3 		$299K Buy
15,477
+691
+5% +$13.3K 0.02% 365
2022
Q2 		$278K Buy
14,786
+1,209
+9% +$22.7K 0.02% 350
2022
Q1 		$265K Buy
+13,577
New +$265K 0.01% 616