NW
AVTA

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

NewEdge Wealth’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
-351,247
Closed -$8.98M – 769
2023
Q3 		$8.98M Sell
351,247
-496,052
-59% -$12.7M 0.28% 98
2023
Q2 		$19M Buy
847,299
+407,028
+92% +$9.11M 0.63% 38
2023
Q1 		$11.6M Buy
+440,271
New +$11.6M 0.44% 63