Capital Impact Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-17,026
| Closed | -$2.81M | – | 143 |
|
|
2020
Q4 | $2.81M | Hold |
17,026
| – | – | 0.69% | 64 |
|
|
2020
Q3 | $2.17M | Hold |
17,026
| – | – | 0.64% | 73 |
|
|
2020
Q2 | $2.27M | Sell |
17,026
-8,000
| -32% | -$1.06M | 0.76% | 61 |
|
|
2020
Q1 | $1.87M | Buy |
25,026
+1,122
| +5% | +$83.7K | 0.78% | 56 |
|
|
2019
Q4 | $1.75M | Buy |
23,904
+9,139
| +62% | +$669K | 0.62% | 97 |
|
|
2019
Q3 | $1M | Sell |
14,765
-13,098
| -47% | -$890K | 0.38% | 112 |
|
|
2019
Q2 | $1.98M | Buy |
+27,863
| New | +$1.98M | 0.73% | 55 |
|