Renaissance 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
2014
Q2
Sell
-10,489
Closed -$207K 285
2014
Q1
$207K Sell
10,489
-199
-2% -$3.93K 0.01% 214
2013
Q4
$312K Sell
10,688
-3,496
-25% -$102K 0.01% 161
2013
Q3
$326K Sell
14,184
-13
-0.1% -$299 0.01% 142
2013
Q2
$263K Buy
+14,197
New +$263K 0.01% 148