PCM
AVTA

Portolan Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Portolan Capital Management’s Portfolio AVTA Stock Details AVTA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$9.6M Sell
2022
Q3 		$7.73M Buy
2016
Q4 		– Sell
2016
Q3 		$1.45M Sell
2016
Q2 		$6.03M Buy
2014
Q2 		– Sell
2014
Q1 		$311K Hold
2013
Q4 		$461K Sell
2013
Q3 		$2.04M Sell
2013
Q2 		$4.19M Buy