Private Advisory Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,559	Closed	-$533K	–	160
2018 Q3	$533K	Buy	15,559 +809	+5%	+$27.7K	0.27%	85
2018 Q2	$546K	Buy	+14,750	New	+$546K	0.27%	95
2017 Q1	–	Sell	-17,005	Closed	-$251K	–	168
2016 Q4	$251K	Buy	+17,005	New	+$251K	0.17%	112