PFGIA
AVTA

Patriot Financial Group Insurance Agency’s Avantax, Inc. Common Stock AVTA Stock Holding History

Patriot Financial Group Insurance Agency’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
-178
Closed -$2K – 1896
2020
Q2 		$2K Buy
178
+68
+62% +$764 ﹤0.01% 1445
2020
Q1 		$1K Buy
+110
New +$1K ﹤0.01% 1529