Buckingham Strategic Wealth’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,981
| Closed | -$372K | – | 493 |
|
|
2020
Q1 | $372K | Hold |
4,981
| – | – | 0.04% | 296 |
|
|
2019
Q4 | $365K | Hold |
4,981
| – | – | 0.04% | 309 |
|
|
2019
Q3 | $335K | Sell |
4,981
-6,314
| -56% | -$425K | 0.04% | 301 |
|
|
2019
Q2 | $815K | Hold |
11,295
| – | – | 0.09% | 169 |
|
|
2019
Q1 | $630K | Buy |
+11,295
| New | +$630K | 0.08% | 188 |
|