RJFSA
AVTA

Raymond James Financial Services Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-67,733
Closed -$1.71M – 2686
2017
Q3 		$1.71M Sell
67,733
-3,447
-5% -$87.2K 0.01% 993
2017
Q2 		$1.51M Sell
71,180
-4,189
-6% -$88.8K 0.01% 1018
2017
Q1 		$1.3M Buy
75,369
+5,319
+8% +$92K 0.01% 1028
2016
Q4 		$1.03M Buy
+70,050
New +$1.03M 0.01% 1096