Atria Investments’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 |
-12,772
| Closed | -$1.17M | – | 815 |
|
|
2022
Q3 | $1.17M | Sell |
12,772
-4,510
| -26% | -$414K | 0.03% | 666 |
|
|
2022
Q2 | $1.22M | Sell |
17,282
-4,533
| -21% | -$320K | 0.03% | 673 |
|
|
2022
Q1 | $2.17M | Buy |
21,815
+1,265
| +6% | +$126K | 0.04% | 541 |
|
|
2021
Q4 | $2.65M | Sell |
20,550
-1,512
| -7% | -$195K | 0.05% | 455 |
|
|
2021
Q3 | $3.86M | Sell |
22,062
-2,595
| -11% | -$454K | 0.07% | 326 |
|
|
2021
Q2 | $3.99M | Buy |
24,657
+2,566
| +12% | +$415K | 0.08% | 290 |
|
|
2021
Q1 | $2.95M | Buy |
22,091
+290
| +1% | +$38.7K | 0.07% | 345 |
|
|
2020
Q4 | $3.6M | Buy |
21,801
+1,390
| +7% | +$229K | 0.09% | 258 |
|
|
2020
Q3 | $2.6M | Buy |
20,411
+1,058
| +5% | +$135K | 0.08% | 269 |
|
|
2020
Q2 | $2.58M | Buy |
19,353
+1,312
| +7% | +$175K | 0.09% | 265 |
|
|
2020
Q1 | $1.35M | Buy |
18,041
+217
| +1% | +$16.2K | 0.1% | 186 |
|
|
2019
Q4 | $1.31M | Buy |
17,824
+2,131
| +14% | +$156K | 0.04% | 443 |
|
|
2019
Q3 | $1.06M | Buy |
15,693
+1,011
| +7% | +$68K | 0.04% | 410 |
|
|
2019
Q2 | $1.21M | Buy |
14,682
+4,168
| +40% | +$343K | 0.05% | 356 |
|
|
2019
Q1 | $587K | Buy |
+10,514
| New | +$587K | 0.02% | 491 |
|