CIBC Private Wealth Group’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-83,069
| Closed | -$7.63M | – | 972 |
|
|
2022
Q3 | $7.63M | Buy |
83,069
+283
| +0.3% | +$26K | 0.02% | 332 |
|
|
2022
Q2 | $5.84M | Sell |
82,786
-5,834
| -7% | -$412K | 0.02% | 355 |
|
|
2022
Q1 | $8.82M | Buy |
88,620
+85,359
| +2,618% | +$8.49M | 0.02% | 339 |
|
|
2021
Q4 | $421K | Hold |
3,261
| – | – | ﹤0.01% | 806 |
|
|
2021
Q3 | $570K | Hold |
3,261
| – | – | ﹤0.01% | 716 |
|
|
2021
Q2 | $528K | Hold |
3,261
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $435K | Buy |
3,261
+11
| +0.3% | +$1.47K | ﹤0.01% | 832 |
|
|
2020
Q4 | $536K | Buy |
3,250
+420
| +15% | +$69.3K | ﹤0.01% | 761 |
|
|
2020
Q3 | $360K | Buy |
+2,830
| New | +$360K | ﹤0.01% | 744 |
|