B. Riley Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,256
| Closed | -$219K | – | 1518 |
|
|
2021
Q3 | $219K | Sell |
1,256
-476
| -27% | -$83K | 0.01% | 1200 |
|
|
2021
Q2 | $278K | Sell |
1,732
-1,548
| -47% | -$248K | 0.01% | 1063 |
|
|
2021
Q1 | $438K | Buy |
3,280
+1,418
| +76% | +$189K | 0.02% | 801 |
|
|
2020
Q4 | $308K | Buy |
1,862
+225
| +14% | +$37.2K | 0.02% | 743 |
|
|
2020
Q3 | $209K | Buy |
+1,637
| New | +$209K | 0.01% | 829 |
|