Allworth Financial’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 |
-20
| Closed | -$2K | – | 3279 |
|
|
2022
Q3 | $2K | Buy |
20
+11
| +122% | +$1.1K | ﹤0.01% | 2280 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2331 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2067 |
|
|
2021
Q4 | – | Sell |
-62
| Closed | -$11K | – | 2194 |
|
|
2021
Q3 | $11K | Buy |
+62
| New | +$11K | ﹤0.01% | 1323 |
|