CWP
AVLR
Concord Wealth Partners’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54
| Closed | -$4K | – | 1270 |
|
|
2022
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 911 |
|
|
2022
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 936 |
|
|
2021
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 888 |
|
|
2021
Q3 | $9K | Hold |
54
| – | – | ﹤0.01% | 492 |
|
|
2021
Q2 | $9K | Buy |
54
+47
| +671% | +$7.83K | ﹤0.01% | 649 |
|
|
2021
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 984 |
|