OCG
AVTA

Opus Capital Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Opus Capital Group’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-919,731
Closed -$17.4M – 244
2014
Q2 		$17.4M Buy
919,731
+145,118
+19% +$2.74M 1.21% 34
2014
Q1 		$15.3M Buy
+774,613
New +$15.3M 1.09% 45