Cambridge Investment Research Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,051
| Closed | -$204K | – | 3268 |
|
|
2022
Q1 | $204K | Buy |
2,051
+90
| +5% | +$8.95K | ﹤0.01% | 2857 |
|
|
2021
Q4 | $253K | Buy |
+1,961
| New | +$253K | ﹤0.01% | 2690 |
|
|
2021
Q3 | – | Sell |
-3,128
| Closed | -$506K | – | 3247 |
|
|
2021
Q2 | $506K | Sell |
3,128
-564
| -15% | -$91.2K | ﹤0.01% | 2053 |
|
|
2021
Q1 | $493K | Buy |
3,692
+1,574
| +74% | +$210K | ﹤0.01% | 1916 |
|
|
2020
Q4 | $349K | Buy |
+2,118
| New | +$349K | ﹤0.01% | 2025 |
|
|
2018
Q4 | – | Sell |
-6,030
| Closed | -$211K | – | 2317 |
|
|
2018
Q3 | $211K | Sell |
6,030
-2,820
| -32% | -$98.7K | ﹤0.01% | 2023 |
|
|
2018
Q2 | $472K | Buy |
+8,850
| New | +$472K | 0.01% | 1427 |
|