Concourse Financial Group Securities’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 |
-5,760
| Closed | -$529K | – | 11305 |
|
|
2022
Q3 | $529K | Sell |
5,760
-724
| -11% | -$66.5K | 0.05% | 344 |
|
|
2022
Q2 | $458K | Sell |
6,484
-199
| -3% | -$14.1K | 0.04% | 414 |
|
|
2022
Q1 | $665K | Sell |
6,683
-4,351
| -39% | -$433K | 0.05% | 364 |
|
|
2021
Q4 | $1.43M | Buy |
11,034
+324
| +3% | +$41.8K | 0.08% | 240 |
|
|
2021
Q3 | $1.87M | Buy |
10,710
+449
| +4% | +$78.5K | 0.11% | 170 |
|
|
2021
Q2 | $1.66M | Buy |
10,261
+3,210
| +46% | +$519K | 0.1% | 183 |
|
|
2021
Q1 | $941K | Buy |
7,051
+1,265
| +22% | +$169K | 0.07% | 278 |
|
|
2020
Q4 | $954K | Buy |
5,786
+1,399
| +32% | +$231K | 0.07% | 242 |
|
|
2020
Q3 | $559K | Buy |
+4,387
| New | +$559K | 0.05% | 316 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6952 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6825 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6729 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6562 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6522 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6369 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6282 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6115 |
|