Disciplined Investments’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 |
-22
| Closed | -$2K | – | 1714 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 753 |
|
|
2022
Q2 | $2K | Sell |
22
-4
| -15% | -$364 | ﹤0.01% | 775 |
|
|
2022
Q1 | $3K | Buy |
26
+4
| +18% | +$462 | ﹤0.01% | 619 |
|
|
2021
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 426 |
|
|
2021
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 359 |
|
|
2021
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 324 |
|