Brinker Capital Investments’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 |
-32,539
| Closed | -$2.3M | – | 1415 |
|
|
2022
Q2 | $2.3M | Buy |
32,539
+2,879
| +10% | +$203K | 0.04% | 423 |
|
|
2022
Q1 | $2.95M | Sell |
29,660
-9,392
| -24% | -$934K | 0.05% | 390 |
|
|
2021
Q4 | $5.04M | Sell |
39,052
-5,416
| -12% | -$699K | 0.07% | 267 |
|
|
2021
Q3 | $7.2M | Hold |
44,468
| – | – | 0.11% | 186 |
|
|
2021
Q2 | $7.2M | Buy |
+44,468
| New | +$7.2M | 0.1% | 224 |
|
|
2021
Q1 | – | Sell |
-67,758
| Closed | -$11.2M | – | 1296 |
|
|
2020
Q4 | $11.2M | Buy |
67,758
+41,558
| +159% | +$6.85M | 0.17% | 132 |
|
|
2020
Q3 | $3.34M | Buy |
+26,200
| New | +$3.34M | 0.06% | 318 |
|