Bellevue Asset 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
Q3 | – | Sell |
-23
| Closed | -$2K | – | 516 |
|
|
2022
Q2 | $2K | Buy |
23
+6
| +35% | +$522 | ﹤0.01% | 459 |
|
|
2022
Q1 | $2K | Sell |
17
-2
| -11% | -$235 | ﹤0.01% | 497 |
|
|
2021
Q4 | $2K | Sell |
19
-2
| -10% | -$211 | ﹤0.01% | 532 |
|
|
2021
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $3K | Sell |
21
-2
| -9% | -$286 | ﹤0.01% | 493 |
|
|
2021
Q1 | $3K | Sell |
23
-1
| -4% | -$130 | ﹤0.01% | 548 |
|
|
2020
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 494 |
|
|
2020
Q3 | $3K | Sell |
24
-10
| -29% | -$1.25K | ﹤0.01% | 515 |
|
|
2020
Q2 | $5K | Hold |
34
| – | – | 0.01% | 410 |
|
|
2020
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 478 |
|