STCOSD
AVTA

Sageworth Trust Company of South Dakota’s Avantax, Inc. Common Stock AVTA Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-26
Closed – – 692
2022
Q2 		$0 Hold
26
– – ﹤0.01% 709
2022
Q1 		$1K Sell
26
-123
-83% -$4.73K ﹤0.01% 598
2021
Q4 		$3K Buy
+149
New +$3K ﹤0.01% 620