BTWM
AVLR
Baker Tilly Wealth Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,930
| Closed | -$453K | – | 573 |
|
|
2022
Q3 | $453K | Sell |
4,930
-1,988
| -29% | -$183K | 0.06% | 313 |
|
|
2022
Q2 | $488K | Buy |
6,918
+361
| +6% | +$25.5K | 0.06% | 311 |
|
|
2022
Q1 | $652K | Sell |
6,557
-1,370
| -17% | -$136K | 0.07% | 275 |
|
|
2021
Q4 | $1.02M | Buy |
7,927
+142
| +2% | +$18.3K | 0.11% | 192 |
|
|
2021
Q3 | $1.36M | Buy |
7,785
+928
| +14% | +$162K | 0.18% | 111 |
|
|
2021
Q2 | $1.11M | Buy |
6,857
+865
| +14% | +$140K | 0.18% | 130 |
|
|
2021
Q1 | $800K | Buy |
5,992
+1,169
| +24% | +$156K | 0.16% | 158 |
|
|
2020
Q4 | $795K | Buy |
+4,823
| New | +$795K | 0.25% | 102 |
|