OQS
AVTA

Occudo Quantitative Strategies’s Avantax, Inc. Common Stock AVTA Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-44,261
Closed -$991K – 1393
2023
Q2 		$991K Buy
+44,261
New +$991K 0.1% 336
2021
Q4 		– Sell
-27,363
Closed -$427K – 1297
2021
Q3 		$427K Sell
27,363
-9,222
-25% -$144K 0.05% 600
2021
Q2 		$633K Buy
+36,585
New +$633K 0.1% 346