CAPTRUST Financial Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,857
| Closed | -$343K | – | 4579 |
|
|
2022
Q2 | $343K | Buy |
4,857
+2,023
| +71% | +$143K | ﹤0.01% | 1347 |
|
|
2022
Q1 | $282K | Buy |
2,834
+994
| +54% | +$98.9K | ﹤0.01% | 1484 |
|
|
2021
Q4 | $238K | Sell |
1,840
-281
| -13% | -$36.3K | ﹤0.01% | 1518 |
|
|
2021
Q3 | $371K | Sell |
2,121
-84
| -4% | -$14.7K | ﹤0.01% | 1176 |
|
|
2021
Q2 | $357K | Buy |
2,205
+1,530
| +227% | +$248K | ﹤0.01% | 1159 |
|
|
2021
Q1 | $90K | Buy |
675
+520
| +335% | +$69.3K | ﹤0.01% | 2036 |
|
|
2020
Q4 | $26K | Sell |
155
-12
| -7% | -$2.01K | ﹤0.01% | 2137 |
|
|
2020
Q3 | $22K | Sell |
167
-633
| -79% | -$83.4K | ﹤0.01% | 1941 |
|
|
2020
Q2 | $111K | Sell |
800
-101
| -11% | -$14K | ﹤0.01% | 1301 |
|
|
2020
Q1 | $60K | Buy |
+901
| New | +$60K | ﹤0.01% | 1319 |
|
|
2019
Q4 | – | Sell |
-71
| Closed | -$5K | – | 1949 |
|
|
2019
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 1666 |
|
|
2019
Q2 | $5K | Buy |
+71
| New | +$5K | ﹤0.01% | 1667 |
|