Berman Capital Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $64K | Buy |
370
+170
| +85% | +$29.4K | 0.01% | 582 |
|
|
2021
Q2 | $31K | Buy |
200
+186
| +1,329% | +$28.8K | ﹤0.01% | 763 |
|
|
2021
Q1 | $1K | Buy |
14
+6
| +75% | +$429 | ﹤0.01% | 1734 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1626 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 1841 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1911 |
|