Carroll Financial Associates’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19K | Hold |
142
| – | – | ﹤0.01% | 998 |
|
|
2021
Q3 | $24K | Hold |
142
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $22K | Buy |
142
+50
| +54% | +$7.75K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $12K | Hold |
92
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q4 | $15K | Sell |
92
-1
| -1% | -$163 | ﹤0.01% | 1010 |
|
|
2020
Q3 | $11K | Buy |
+93
| New | +$11K | ﹤0.01% | 1018 |
|