BIM
AVLR
Barton Investment Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-254,786
| Closed | -$23.4M | – | 44 |
|
|
2022
Q3 | $23.4M | Sell |
254,786
-41,612
| -14% | -$3.82M | 4.76% | 7 |
|
|
2022
Q2 | $20.9M | Sell |
296,398
-423
| -0.1% | -$29.9K | 4.23% | 9 |
|
|
2022
Q1 | $29.5M | Buy |
296,821
+8,821
| +3% | +$878K | 3.74% | 9 |
|
|
2021
Q4 | $37.2M | Buy |
288,000
+4,188
| +1% | +$541K | 3.23% | 7 |
|
|
2021
Q3 | $49.6M | Buy |
283,812
+3,391
| +1% | +$593K | 4.15% | 6 |
|
|
2021
Q2 | $45.4M | Buy |
280,421
+7,636
| +3% | +$1.24M | 3.72% | 7 |
|
|
2021
Q1 | $36.4M | Buy |
272,785
+13,326
| +5% | +$1.78M | 3.39% | 8 |
|
|
2020
Q4 | $42.8M | Buy |
259,459
+5,167
| +2% | +$852K | 3.67% | 8 |
|
|
2020
Q3 | $32.4M | Buy |
254,292
+23,831
| +10% | +$3.03M | 3.11% | 10 |
|
|
2020
Q2 | $30.7M | Buy |
230,461
+57,373
| +33% | +$7.64M | 3.12% | 10 |
|
|
2020
Q1 | $12.9M | Buy |
173,088
+155,917
| +908% | +$11.6M | 2% | 12 |
|
|
2019
Q4 | $1.26M | Buy |
+17,171
| New | +$1.26M | 0.2% | 21 |
|