PAS
AVTA

Partnervest Advisory Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

Partnervest Advisory Services’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
-4,500
Closed -$85K – 837
2014
Q2 		$85K Buy
4,500
+3,200
+246% +$60.4K 0.04% 268
2014
Q1 		$26K Buy
+1,300
New +$26K 0.01% 447