P2P
AVTA

Phase 2 Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Phase 2 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
2022
Q2 		– Sell
-375,962
Closed -$7.35M – 30
2022
Q1 		$7.35M Buy
+375,962
New +$7.35M 4.8% 9