Commonwealth Equity Services’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 |
-2,610
| Closed | -$239K | – | 3866 |
|
|
2022
Q3 | $239K | Sell |
2,610
-2,168
| -45% | -$199K | ﹤0.01% | 3016 |
|
|
2022
Q2 | $337K | Sell |
4,778
-64
| -1% | -$4.51K | ﹤0.01% | 2734 |
|
|
2022
Q1 | $481K | Buy |
4,842
+371
| +8% | +$36.9K | ﹤0.01% | 2559 |
|
|
2021
Q4 | $577K | Sell |
4,471
-327
| -7% | -$42.2K | ﹤0.01% | 2408 |
|
|
2021
Q3 | $838K | Buy |
4,798
+393
| +9% | +$68.6K | ﹤0.01% | 2069 |
|
|
2021
Q2 | $712K | Buy |
4,405
+3
| +0.1% | +$485 | ﹤0.01% | 2185 |
|
|
2021
Q1 | $587K | Buy |
4,402
+442
| +11% | +$58.9K | ﹤0.01% | 2198 |
|
|
2020
Q4 | $652K | Buy |
3,960
+388
| +11% | +$63.9K | ﹤0.01% | 1954 |
|
|
2020
Q3 | $454K | Buy |
3,572
+145
| +4% | +$18.4K | ﹤0.01% | 2037 |
|
|
2020
Q2 | $456K | Buy |
3,427
+350
| +11% | +$46.6K | ﹤0.01% | 1951 |
|
|
2020
Q1 | $229K | Buy |
+3,077
| New | +$229K | ﹤0.01% | 2268 |
|