Carson Wealth (CWM LLC)’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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2022
Q3 | $134K | Sell |
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2022
Q2 | $108K | Sell |
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2022
Q1 | $323K | Sell |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q2 | $10.2M | Hold |
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|
2021
Q1 | $10.2M | Hold |
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|
2020
Q4 | $10.2M | Hold |
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|
2020
Q3 | $10.2M | Hold |
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|
2020
Q2 | $10.2M | Hold |
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|
2020
Q1 | $10.2M | Hold |
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|
2019
Q4 | $10.2M | Hold |
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|
2019
Q3 | $10.2M | Hold |
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|
2019
Q2 | $10.2M | Hold |
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|
2019
Q1 | $10.2M | Buy |
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|
2018
Q4 | $2K | Buy |
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