AWM
AVLR
Avior Wealth Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,517
| Closed | -$460K | – | 1351 |
|
|
2022
Q2 | $460K | Buy |
6,517
+897
| +16% | +$63.3K | 0.05% | 266 |
|
|
2022
Q1 | $559K | Buy |
5,620
+936
| +20% | +$93.1K | 0.05% | 271 |
|
|
2021
Q4 | $604K | Buy |
4,684
+650
| +16% | +$83.8K | 0.05% | 288 |
|
|
2021
Q3 | $705K | Hold |
4,034
| – | – | 0.06% | 245 |
|
|
2021
Q2 | $652K | Buy |
4,034
+1,025
| +34% | +$166K | 0.07% | 244 |
|
|
2021
Q1 | $401K | Sell |
3,009
-4
| -0.1% | -$533 | 0.04% | 325 |
|
|
2020
Q4 | $496K | Sell |
3,013
-7
| -0.2% | -$1.15K | 0.06% | 268 |
|
|
2020
Q3 | $384K | Buy |
3,020
+190
| +7% | +$24.2K | 0.05% | 291 |
|
|
2020
Q2 | $376K | Buy |
2,830
+350
| +14% | +$46.5K | 0.06% | 291 |
|
|
2020
Q1 | $185K | Buy |
+2,480
| New | +$185K | 0.04% | 354 |
|