Red Cedar Management’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
2020
Q1
$4.94M Buy
410,000
+110,000
+37% +$1.33M 8.2% 3
2019
Q4
$7.84M Buy
300,000
+215,000
+253% +$5.62M 6.83% 7
2019
Q3
$1.84M Buy
+85,000
New +$1.84M 1.98% 15