Bank of Montreal’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-497,970
| Closed | -$45.9K | – | 3929 |
|
|
2022
Q3 | $45.9K | Buy |
497,970
+394,973
| +383% | +$36.4K | 0.02% | 347 |
|
|
2022
Q2 | $8.45K | Sell |
102,997
-25,623
| -20% | -$2.1K | ﹤0.01% | 956 |
|
|
2022
Q1 | $13.3M | Sell |
128,620
-2,560
| -2% | -$265K | 0.01% | 840 |
|
|
2021
Q4 | $17.6M | Sell |
131,180
-6,484
| -5% | -$870K | 0.01% | 761 |
|
|
2021
Q3 | $24.2M | Buy |
137,664
+136,273
| +9,797% | +$24M | 0.01% | 757 |
|
|
2021
Q2 | $229K | Sell |
1,391
-180
| -11% | -$29.6K | ﹤0.01% | 3034 |
|
|
2021
Q1 | $225K | Buy |
1,571
+577
| +58% | +$82.6K | ﹤0.01% | 2694 |
|
|
2020
Q4 | $157K | Buy |
994
+39
| +4% | +$6.16K | ﹤0.01% | 2908 |
|
|
2020
Q3 | $132K | Sell |
955
-840
| -47% | -$116K | ﹤0.01% | 2560 |
|
|
2020
Q2 | $251K | Buy |
1,795
+1,388
| +341% | +$194K | ﹤0.01% | 2276 |
|
|
2020
Q1 | $27K | Sell |
407
-6,927
| -94% | -$460K | ﹤0.01% | 2840 |
|
|
2019
Q4 | $537K | Buy |
7,334
+6,914
| +1,646% | +$506K | ﹤0.01% | 2198 |
|
|
2019
Q3 | $28K | Buy |
420
+90
| +27% | +$6K | ﹤0.01% | 3413 |
|
|
2019
Q2 | $24K | Sell |
330
-43,205
| -99% | -$3.14M | ﹤0.01% | 3614 |
|
|
2019
Q1 | $2.43M | Buy |
43,535
+43,412
| +35,294% | +$2.42M | ﹤0.01% | 1373 |
|
|
2018
Q4 | $4K | Buy |
123
+63
| +105% | +$2.05K | ﹤0.01% | 3832 |
|
|
2018
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 4103 |
|