UCFA
AVTA

United Capital Financial Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

United Capital Financial Advisors’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
-13,849
Closed -$406K – 1492
2019
Q2 		$406K Sell
13,849
-538
-4% -$15.8K ﹤0.01% 1098
2019
Q1 		$481K Sell
14,387
-749
-5% -$25K ﹤0.01% 979
2018
Q4 		$403K Buy
+15,136
New +$403K ﹤0.01% 974