Bellevue Group’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 |
-1,300
| Closed | -$119K | – | 184 |
|
2022
Q3 | $119K | Hold |
1,300
| – | – | ﹤0.01% | 160 |
|
2022
Q2 | $92K | Hold |
1,300
| – | – | ﹤0.01% | 164 |
|
2022
Q1 | $129K | Hold |
1,300
| – | – | ﹤0.01% | 166 |
|
2021
Q4 | $168K | Sell |
1,300
-1,000
| -43% | -$129K | ﹤0.01% | 182 |
|
2021
Q3 | $402K | Hold |
2,300
| – | – | ﹤0.01% | 176 |
|
2021
Q2 | $372K | Buy |
+2,300
| New | +$372K | ﹤0.01% | 178 |
|