Capital Investment Advisory Services’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,935
| Closed | -$250K | – | 889 |
|
|
2021
Q4 | $250K | Hold |
1,935
| – | – | 0.03% | 416 |
|
|
2021
Q3 | $338K | Buy |
1,935
+100
| +5% | +$17.5K | 0.04% | 336 |
|
|
2021
Q2 | $297K | Sell |
1,835
-100
| -5% | -$16.2K | 0.04% | 372 |
|
|
2021
Q1 | $258K | Hold |
1,935
| – | – | 0.04% | 363 |
|
|
2020
Q4 | $319K | Buy |
+1,935
| New | +$319K | 0.05% | 323 |
|