Concourse Financial Group Securities’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $458K | Sell |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $941K | Buy |
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|
2020
Q4 | $954K | Buy |
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|
2020
Q3 | $559K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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