Advisory Research’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,494
| Closed | -$436K | – | 419 |
|
|
2021
Q3 | $436K | Buy |
2,494
+278
| +13% | +$48.6K | 0.03% | 258 |
|
|
2021
Q2 | $359K | Buy |
+2,216
| New | +$359K | 0.02% | 295 |
|
|
2021
Q1 | – | Sell |
-1,487
| Closed | -$245K | – | 396 |
|
|
2020
Q4 | $245K | Sell |
1,487
-248
| -14% | -$40.9K | 0.02% | 306 |
|
|
2020
Q3 | $221K | Sell |
1,735
-361
| -17% | -$46K | 0.02% | 290 |
|
|
2020
Q2 | $279K | Sell |
2,096
-1,929
| -48% | -$257K | 0.02% | 288 |
|
|
2020
Q1 | $300K | Buy |
4,025
+735
| +22% | +$54.8K | 0.02% | 244 |
|
|
2019
Q4 | $241K | Buy |
+3,290
| New | +$241K | 0.01% | 296 |
|