BZWA
AVLR
Blue Zone Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,021
| Closed | -$2.02M | – | 88 |
|
|
2022
Q3 | $2.02M | Buy |
22,021
+75
| +0.3% | +$6.89K | 1.05% | 36 |
|
|
2022
Q2 | $1.55M | Buy |
21,946
+497
| +2% | +$35.1K | 0.7% | 51 |
|
|
2022
Q1 | $2.13M | Buy |
21,449
+2,501
| +13% | +$249K | 0.8% | 49 |
|
|
2021
Q4 | $2.45M | Buy |
18,948
+803
| +4% | +$104K | 0.81% | 52 |
|
|
2021
Q3 | $3.17M | Buy |
18,145
+1,560
| +9% | +$273K | 1.1% | 30 |
|
|
2021
Q2 | $2.68M | Buy |
16,585
+1,687
| +11% | +$273K | 1.01% | 41 |
|
|
2021
Q1 | $1.99M | Buy |
+14,898
| New | +$1.99M | 0.85% | 53 |
|