Advisors Capital 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
Q3 | – | Sell |
-24,116
| Closed | -$1.7M | – | 487 |
|
|
2022
Q2 | $1.7M | Buy |
24,116
+1,217
| +5% | +$85.9K | 0.05% | 214 |
|
|
2022
Q1 | $2.28M | Buy |
22,899
+3,478
| +18% | +$346K | 0.06% | 199 |
|
|
2021
Q4 | $2.51M | Buy |
19,421
+883
| +5% | +$114K | 0.07% | 197 |
|
|
2021
Q3 | $3.24M | Buy |
18,538
+3,344
| +22% | +$584K | 0.1% | 178 |
|
|
2021
Q2 | $2.46M | Buy |
15,194
+2,689
| +22% | +$435K | 0.08% | 183 |
|
|
2021
Q1 | $1.67M | Buy |
12,505
+3,620
| +41% | +$483K | 0.06% | 190 |
|
|
2020
Q4 | $1.47M | Buy |
8,885
+1,531
| +21% | +$252K | 0.06% | 184 |
|
|
2020
Q3 | $937K | Buy |
7,354
+1,221
| +20% | +$156K | 0.04% | 184 |
|
|
2020
Q2 | $816K | Buy |
6,133
+354
| +6% | +$47.1K | 0.04% | 185 |
|
|
2020
Q1 | $431K | Buy |
5,779
+1,468
| +34% | +$109K | 0.03% | 208 |
|
|
2019
Q4 | $316K | Buy |
+4,311
| New | +$316K | 0.01% | 288 |
|