CI Investments Inc’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51,784
| Closed | -$4.75M | – | 1424 |
|
|
2022
Q3 | $4.75M | Hold |
51,784
| – | – | 0.02% | 288 |
|
|
2022
Q2 | $3.66M | Sell |
51,784
-1,189
| -2% | -$83.9K | 0.02% | 300 |
|
|
2022
Q1 | $5.27M | Hold |
52,973
| – | – | 0.02% | 320 |
|
|
2021
Q4 | $6.84M | Buy |
52,973
+1,447
| +3% | +$187K | 0.02% | 311 |
|
|
2021
Q3 | $9.01M | Buy |
51,526
+249
| +0.5% | +$43.5K | 0.03% | 311 |
|
|
2021
Q2 | $8.3M | Hold |
51,277
| – | – | 0.03% | 308 |
|
|
2021
Q1 | $6.84M | Hold |
51,277
| – | – | 0.03% | 286 |
|
|
2020
Q4 | $8.46M | Hold |
51,277
| – | – | 0.04% | 267 |
|
|
2020
Q3 | $6.53M | Buy |
51,277
+15,099
| +42% | +$1.92M | 0.03% | 254 |
|
|
2020
Q2 | $4.82M | Buy |
+36,178
| New | +$4.82M | 0.03% | 266 |
|