B. Metzler seel. Sohn & Co’s Avalara, Inc. AVLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-30,075
Closed -$2.12M 747
2022
Q2
$2.12M Buy
30,075
+22,223
+283% +$1.57M 0.03% 280
2022
Q1
$781K Buy
7,852
+1,273
+19% +$127K 0.01% 526
2021
Q4
$878K Sell
6,579
-237
-3% -$31.6K 0.01% 464
2021
Q3
$1.19M Buy
6,816
+1,046
+18% +$183K 0.02% 403
2021
Q2
$934K Buy
5,770
+88
+2% +$14.2K 0.01% 451
2021
Q1
$758K Sell
5,682
-1,730
-23% -$231K 0.01% 472
2020
Q4
$1.26M Buy
+7,412
New +$1.26M 0.02% 353