SCM
AVTA

Silver Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Silver Capital Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-115,444
Closed -$2.27M – 53
2014
Q1 		$2.27M Sell
115,444
-12,500
-10% -$246K 2.04% 24
2013
Q4 		$3.73M Sell
127,944
-75,700
-37% -$2.21M 3.31% 11
2013
Q3 		$4.68M Buy
203,644
+6,930
+4% +$159K 4.01% 10
2013
Q2 		$3.65M Buy
+196,714
New +$3.65M 3.45% 9