SKK
AVTA

Shepherd Kaplan Krochuk’s Avantax, Inc. Common Stock AVTA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-51,425
Closed -$576K – 345
2016
Q3 		$576K Buy
51,425
+39,381
+327% +$441K 0.12% 107
2016
Q2 		$125K Buy
+12,044
New +$125K 0.03% 279