Cota Capital Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-355,013
| Closed | -$25.1M | – | 14 |
|
|
2022
Q2 | $25.1M | Hold |
355,013
| – | – | 10.28% | 3 |
|
|
2022
Q1 | $35.3M | Buy |
355,013
+17,995
| +5% | +$1.79M | 7.45% | 7 |
|
|
2021
Q4 | $43.5M | Buy |
337,018
+62,089
| +23% | +$8.02M | 7.45% | 6 |
|
|
2021
Q3 | $48M | Buy |
274,929
+48,458
| +21% | +$8.47M | 8.54% | 4 |
|
|
2021
Q2 | $36.6M | Buy |
226,471
+42,362
| +23% | +$6.85M | 6.35% | 8 |
|
|
2021
Q1 | $24.6M | Buy |
184,109
+44,319
| +32% | +$5.91M | 5.4% | 12 |
|
|
2020
Q4 | $23.1M | Sell |
139,790
-21,725
| -13% | -$3.58M | 6.07% | 13 |
|
|
2020
Q3 | $20.6M | Buy |
+161,515
| New | +$20.6M | 6% | 13 |
|