VCM
AVTA

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

Violich 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
-10,625
Closed -$209K – 110
2014
Q1 		$209K Hold
10,625
– – 0.07% 92
2013
Q4 		$310K Sell
10,625
-1,500
-12% -$43.8K 0.11% 79
2013
Q3 		$279K Buy
+12,125
New +$279K 0.11% 88