Ameritas Investment Partners’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 |
-6,700
| Closed | -$615K | – | 3075 |
|
|
2022
Q3 | $615K | Hold |
6,700
| – | – | 0.03% | 690 |
|
|
2022
Q2 | $473K | Hold |
6,700
| – | – | 0.02% | 767 |
|
|
2022
Q1 | $666K | Hold |
6,700
| – | – | 0.02% | 734 |
|
|
2021
Q4 | $865K | Buy |
6,700
+1,900
| +40% | +$245K | 0.03% | 681 |
|
|
2021
Q3 | $838K | Hold |
4,800
| – | – | 0.03% | 663 |
|
|
2021
Q2 | $776K | Hold |
4,800
| – | – | 0.03% | 693 |
|
|
2021
Q1 | $791K | Hold |
4,800
| – | – | 0.03% | 672 |
|
|
2020
Q4 | $791K | Hold |
4,800
| – | – | 0.04% | 635 |
|
|
2020
Q3 | $611K | Hold |
4,800
| – | – | 0.03% | 651 |
|
|
2020
Q2 | $638K | Hold |
4,800
| – | – | 0.03% | 631 |
|
|
2020
Q1 | $358K | Hold |
4,800
| – | – | 0.02% | 722 |
|
|
2019
Q4 | $351K | Sell |
4,800
-1,000
| -17% | -$73.1K | 0.02% | 841 |
|
|
2019
Q3 | $390K | Hold |
5,800
| – | – | 0.02% | 803 |
|
|
2019
Q2 | $418K | Buy |
5,800
+3,517
| +154% | +$253K | 0.02% | 779 |
|
|
2019
Q1 | $127K | Buy |
2,283
+1,566
| +218% | +$87.1K | 0.01% | 1331 |
|
|
2018
Q4 | $22K | Hold |
717
| – | – | ﹤0.01% | 2292 |
|
|
2018
Q3 | $25K | Buy |
+717
| New | +$25K | ﹤0.01% | 2401 |
|