TAM
AVTA

Tealwood Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Tealwood Asset 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
Q4 		– Sell
-154,000
Closed -$2.35M – 87
2014
Q3 		$2.35M Buy
154,000
+3,605
+2% +$54.9K 0.92% 51
2014
Q2 		$2.84M Buy
150,395
+39,840
+36% +$752K 1.15% 41
2014
Q1 		$2.18M Buy
+110,555
New +$2.18M 0.88% 53