SSCM
AVTA

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

Summit Street 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
2015
Q4 		– Sell
-224,104
Closed -$3.09M – 36
2015
Q3 		$3.09M Hold
224,104
– – 3.67% 5
2015
Q2 		$3.62M Hold
224,104
– – 3.48% 5
2015
Q1 		$3.06M Buy
224,104
+41,872
+23% +$572K 2.74% 16
2014
Q4 		$2.52M Buy
+182,232
New +$2.52M 2.48% 21