Carson Wealth (CWM LLC)’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,458
| Closed | -$134K | – | 4385 |
|
|
2022
Q3 | $134K | Sell |
1,458
-76
| -5% | -$6.99K | ﹤0.01% | 1210 |
|
|
2022
Q2 | $108K | Sell |
1,534
-1,709
| -53% | -$120K | ﹤0.01% | 1289 |
|
|
2022
Q1 | $323K | Sell |
3,243
-143,963
| -98% | -$14.3M | ﹤0.01% | 859 |
|
|
2021
Q4 | $19M | Buy |
+147,206
| New | +$19M | 0.13% | 149 |
|
|
2021
Q2 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2021
Q1 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2020
Q4 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2020
Q3 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2020
Q2 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2020
Q1 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2019
Q4 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2019
Q3 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2019
Q2 | $10.2M | Hold |
63,100
| – | – | 0.08% | 197 |
|
|
2019
Q1 | $10.2M | Buy |
63,100
+63,021
| +79,773% | +$10.2M | 0.08% | 197 |
|
|
2018
Q4 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 1809 |
|