Aperio Group’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.3M | Buy |
13,968
+5,221
| +60% | +$861K | 0.01% | 1172 |
|
|
2020
Q3 | $1.11M | Buy |
8,747
+3,231
| +59% | +$411K | ﹤0.01% | 1388 |
|
|
2020
Q2 | $734K | Buy |
5,516
+2,418
| +78% | +$322K | ﹤0.01% | 1564 |
|
|
2020
Q1 | $231K | Buy |
+3,098
| New | +$231K | ﹤0.01% | 2038 |
|
|
2019
Q3 | – | Sell |
-1,269
| Closed | -$92K | – | 2891 |
|
|
2019
Q2 | $92K | Buy |
+1,269
| New | +$92K | ﹤0.01% | 2405 |
|