SS
AVTA

Simplicity Solutions’s Avantax, Inc. Common Stock AVTA Stock Holding History

Simplicity Solutions’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,885
Closed -$300K – 787
2019
Q2 		$300K Buy
9,885
+3,751
+61% +$114K 0.01% 494
2019
Q1 		$205K Buy
+6,134
New +$205K 0.01% 684