BDWM
AVLR
Brewin Dolphin Wealth Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.5M | Sell |
35,439
-112
| -0.3% | -$7.91K | 0.27% | 48 |
|
|
2022
Q1 | $3.54M | Buy |
35,551
+350
| +1% | +$34.8K | 0.4% | 45 |
|
|
2021
Q4 | $4.55M | Buy |
35,201
+2,056
| +6% | +$265K | 0.49% | 41 |
|
|
2021
Q3 | $5.79M | Buy |
33,145
+4,032
| +14% | +$705K | 0.66% | 35 |
|
|
2021
Q2 | $4.71M | Buy |
29,113
+15,732
| +118% | +$2.55M | 0.57% | 38 |
|
|
2021
Q1 | $1.79M | Buy |
13,381
+1,072
| +9% | +$143K | 0.27% | 54 |
|
|
2020
Q4 | $2.03M | Buy |
12,309
+1,601
| +15% | +$264K | 0.34% | 45 |
|
|
2020
Q3 | $1.36M | Buy |
10,708
+1,739
| +19% | +$221K | 0.25% | 54 |
|
|
2020
Q2 | $1.19M | Buy |
+8,969
| New | +$1.19M | 0.26% | 54 |
|