P. Schoenfeld Asset Management (PSAM)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-256,200
Closed -$6.55M 94
2023
Q3
$6.55M Buy
+256,200
New +$6.55M 0.53% 27