NSIM
AVTA

North Star Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

North Star Investment 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
2015
Q4 		– Sell
-800
Closed -$11K – 869
2015
Q3 		$11K Hold
800
– – ﹤0.01% 605
2015
Q2 		$13K Buy
+800
New +$13K ﹤0.01% 562