AssetMark Inc’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,386
| Closed | -$179K | – | 1797 |
|
|
2021
Q4 | $179K | Buy |
1,386
+1,256
| +966% | +$162K | ﹤0.01% | 720 |
|
|
2021
Q3 | $23K | Buy |
+130
| New | +$23K | ﹤0.01% | 921 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 1590 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1578 |
|
|
2020
Q2 | – | Sell |
-5,964
| Closed | -$445K | – | 1478 |
|
|
2020
Q1 | $445K | Sell |
5,964
-373
| -6% | -$27.8K | ﹤0.01% | 389 |
|
|
2019
Q4 | $464K | Buy |
+6,337
| New | +$464K | ﹤0.01% | 411 |
|