CX Institutional’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 1189 |
|
|
2022
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1117 |
|
|
2021
Q4 | – | Sell |
-7,739
| Closed | -$1.35M | – | 943 |
|
|
2021
Q3 | $1.35M | Sell |
7,739
-820
| -10% | -$143K | 0.11% | 189 |
|
|
2021
Q2 | $1.39M | Buy |
+8,559
| New | +$1.39M | 0.11% | 185 |
|