Archford Capital Strategies’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 |
-3,715
| Closed | -$341K | – | 296 |
|
|
2022
Q3 | $341K | Sell |
3,715
-17,896
| -83% | -$1.64M | 0.09% | 217 |
|
|
2022
Q2 | $1.53M | Buy |
21,611
+166
| +0.8% | +$11.7K | 0.38% | 67 |
|
|
2022
Q1 | $2.18M | Buy |
21,445
+920
| +4% | +$93.3K | 0.48% | 44 |
|
|
2021
Q4 | $2.65M | Sell |
20,525
-1,864
| -8% | -$241K | 0.61% | 36 |
|
|
2021
Q3 | $3.91M | Buy |
22,389
+263
| +1% | +$46K | 0.92% | 26 |
|
|
2021
Q2 | $3.58M | Buy |
22,126
+1,693
| +8% | +$274K | 0.9% | 26 |
|
|
2021
Q1 | $3.09M | Buy |
20,433
+2,464
| +14% | +$372K | 0.82% | 27 |
|
|
2020
Q4 | $2.94M | Buy |
17,969
+3,169
| +21% | +$519K | 0.68% | 35 |
|
|
2020
Q3 | $1.89M | Buy |
14,800
+8,523
| +136% | +$1.09M | 0.51% | 55 |
|
|
2020
Q2 | $835K | Buy |
+6,277
| New | +$835K | 0.25% | 120 |
|