SIC
AVTA

Schwartz Investment Counsel’s Avantax, Inc. Common Stock AVTA Stock Holding History

Schwartz Investment Counsel’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20,000
Closed -$277K – 177
2014
Q4 		$277K Sell
20,000
-10,000
-33% -$139K 0.02% 164
2014
Q3 		$457K Buy
+30,000
New +$457K 0.03% 148