Brown Advisory’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 |
-6,213
| Closed | -$438K | – | 1180 |
|
|
2022
Q2 | $438K | Buy |
6,213
+947
| +18% | +$66.8K | ﹤0.01% | 875 |
|
|
2022
Q1 | $524K | Buy |
5,266
+630
| +14% | +$62.7K | ﹤0.01% | 846 |
|
|
2021
Q4 | $599K | Hold |
4,636
| – | – | ﹤0.01% | 833 |
|
|
2021
Q3 | $810K | Sell |
4,636
-555
| -11% | -$97K | ﹤0.01% | 740 |
|
|
2021
Q2 | $840K | Hold |
5,191
| – | – | ﹤0.01% | 743 |
|
|
2021
Q1 | $693K | Buy |
5,191
+1,554
| +43% | +$207K | ﹤0.01% | 788 |
|
|
2020
Q4 | $600K | Buy |
+3,637
| New | +$600K | ﹤0.01% | 753 |
|
|
2019
Q2 | – | Sell |
-27,213
| Closed | -$1.52M | – | 1312 |
|
|
2019
Q1 | $1.52M | Buy |
+27,213
| New | +$1.52M | ﹤0.01% | 707 |
|