ACA
AVLR
Atlas Capital Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$275K | – | 968 |
|
|
2022
Q3 | $275K | Hold |
3,000
| – | – | 0.05% | 280 |
|
|
2022
Q2 | $212K | Sell |
3,000
-2,700
| -47% | -$191K | 0.04% | 358 |
|
|
2022
Q1 | $567K | Hold |
5,700
| – | – | 0.09% | 202 |
|
|
2021
Q4 | $736K | Hold |
5,700
| – | – | 0.11% | 159 |
|
|
2021
Q3 | $996K | Sell |
5,700
-300
| -5% | -$52.4K | 0.16% | 113 |
|
|
2021
Q2 | $971K | Hold |
6,000
| – | – | 0.16% | 120 |
|
|
2021
Q1 | $801K | Hold |
6,000
| – | – | 0.16% | 122 |
|
|
2020
Q4 | $989K | Hold |
6,000
| – | – | 0.21% | 104 |
|
|
2020
Q3 | $764K | Hold |
6,000
| – | – | 0.18% | 126 |
|
|
2020
Q2 | $799K | Hold |
6,000
| – | – | 0.19% | 121 |
|
|
2020
Q1 | $448K | Buy |
+6,000
| New | +$448K | 0.13% | 168 |
|