CCG Wealth Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,050
| Closed | -$302K | – | 73 |
|
|
2020
Q1 | $302K | Sell |
4,050
-13,033
| -76% | -$972K | 0.29% | 39 |
|
|
2019
Q4 | $1.25M | Hold |
17,083
| – | – | 0.79% | 28 |
|
|
2019
Q3 | $1.15M | Sell |
17,083
-500
| -3% | -$33.7K | 0.78% | 29 |
|
|
2019
Q2 | $1.27M | Sell |
17,583
-1,950
| -10% | -$141K | 0.91% | 27 |
|
|
2019
Q1 | $1.09M | Sell |
19,533
-8,458
| -30% | -$472K | 0.87% | 27 |
|
|
2018
Q4 | $872K | Buy |
+27,991
| New | +$872K | 0.85% | 25 |
|