AWM
AVLR
Avitas 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 |
-2,965
| Closed | -$209K | – | 218 |
|
|
2022
Q2 | $209K | Buy |
+2,965
| New | +$209K | 0.05% | 182 |
|
|
2022
Q1 | – | Sell |
-5,646
| Closed | -$729K | – | 222 |
|
|
2021
Q4 | $729K | Sell |
5,646
-1,192
| -17% | -$154K | 0.12% | 143 |
|
|
2021
Q3 | $1.2M | Buy |
6,838
+1,353
| +25% | +$236K | 0.22% | 122 |
|
|
2021
Q2 | $887K | Buy |
5,485
+171
| +3% | +$27.7K | 0.16% | 149 |
|
|
2021
Q1 | $709K | Sell |
5,314
-1,534
| -22% | -$205K | 0.14% | 163 |
|
|
2020
Q4 | $1.13M | Buy |
6,848
+1,475
| +27% | +$243K | 0.23% | 131 |
|
|
2020
Q3 | $684K | Sell |
5,373
-1,001
| -16% | -$127K | 0.19% | 129 |
|
|
2020
Q2 | $848K | Buy |
+6,374
| New | +$848K | 0.28% | 105 |
|