Curi RMB Capital’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 |
-15,196
| Closed | -$1.07M | – | 495 |
|
|
2022
Q2 | $1.07M | Sell |
15,196
-8,817
| -37% | -$623K | 0.04% | 273 |
|
|
2022
Q1 | $2.39M | Buy |
24,013
+5,614
| +31% | +$559K | 0.08% | 181 |
|
|
2021
Q4 | $2.38M | Buy |
18,399
+4,527
| +33% | +$584K | 0.07% | 190 |
|
|
2021
Q3 | $2.42M | Buy |
13,872
+1,231
| +10% | +$215K | 0.08% | 187 |
|
|
2021
Q2 | $2.05M | Buy |
12,641
+7,589
| +150% | +$1.23M | 0.07% | 205 |
|
|
2021
Q1 | $674K | Hold |
5,052
| – | – | 0.02% | 313 |
|
|
2020
Q4 | $833K | Buy |
5,052
+2,464
| +95% | +$406K | 0.03% | 344 |
|
|
2020
Q3 | $330K | Buy |
+2,588
| New | +$330K | 0.01% | 479 |
|