Bank Julius Baer & 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 |
-4,570
| Closed | -$323K | – | 639 |
|
|
2022
Q2 | $323K | Buy |
+4,570
| New | +$323K | ﹤0.01% | 372 |
|
|
2020
Q4 | – | Sell |
-11,063
| Closed | -$1.41M | – | 864 |
|
|
2020
Q3 | $1.41M | Buy |
11,063
+1,060
| +11% | +$135K | 0.01% | 257 |
|
|
2020
Q2 | $1.33M | Sell |
10,003
-6,976
| -41% | -$928K | 0.02% | 239 |
|
|
2020
Q1 | $1.26M | Buy |
+16,979
| New | +$1.26M | 0.03% | 199 |
|