CIBC World Market’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,764
Closed -$266K 1245
2022
Q2
$266K Sell
3,764
-165
-4% -$11.7K ﹤0.01% 987
2022
Q1
$391K Sell
3,929
-450
-10% -$44.8K ﹤0.01% 974
2021
Q4
$565K Buy
4,379
+1,280
+41% +$165K ﹤0.01% 874
2021
Q3
$542K Buy
3,099
+71
+2% +$12.4K ﹤0.01% 896
2021
Q2
$490K Sell
3,028
-647
-18% -$105K ﹤0.01% 942
2021
Q1
$490K Buy
3,675
+1,315
+56% +$175K ﹤0.01% 908
2020
Q4
$389K Buy
2,360
+465
+25% +$76.6K ﹤0.01% 932
2020
Q3
$241K Buy
+1,895
New +$241K ﹤0.01% 949