Baystate Wealth Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 1062 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 970 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 866 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 790 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 717 |
|