WCM
AVTA

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

Weld 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
2019
Q3 		– Sell
-40,840
Closed -$1.24M – 1054
2019
Q2 		$1.24M Buy
+40,840
New +$1.24M 0.23% 130