Achmea Investment Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-189
| Closed | -$18K | – | 666 |
|
|
2022
Q3 | $18K | Hold |
189
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $14K | Hold |
189
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $19K | Sell |
189
-4,195
| -96% | -$422K | ﹤0.01% | 622 |
|
|
2021
Q4 | $566K | Hold |
4,384
| – | – | 0.03% | 291 |
|
|
2021
Q3 | $766K | Buy |
4,384
+189
| +5% | +$33K | 0.02% | 472 |
|
|
2021
Q2 | $678K | Hold |
4,195
| – | – | 0.02% | 473 |
|
|
2021
Q1 | $559K | Hold |
4,195
| – | – | 0.02% | 489 |
|
|
2020
Q4 | $691K | Hold |
4,195
| – | – | 0.03% | 440 |
|
|
2020
Q3 | $535K | Sell |
4,195
-5,049
| -55% | -$644K | 0.02% | 440 |
|
|
2020
Q2 | $1.23M | Buy |
+9,244
| New | +$1.23M | 0.04% | 219 |
|