PP
AVTA

Paloma Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Paloma Partners’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,387
Closed -$164K – 2297
2020
Q2 		$164K Buy
+14,387
New +$164K ﹤0.01% 1598
2015
Q4 		– Sell
-12,369
Closed -$170K – 1604
2015
Q3 		$170K Buy
+12,369
New +$170K ﹤0.01% 1163