DWT
AVLR
Dorsey & Whitney Trust’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,153
| Closed | -$292K | – | 578 |
|
|
2022
Q2 | $292K | Buy |
4,153
+70
| +2% | +$4.92K | 0.03% | 400 |
|
|
2022
Q1 | $406K | Buy |
4,083
+892
| +28% | +$88.7K | 0.04% | 342 |
|
|
2021
Q4 | $412K | Buy |
3,191
+1,066
| +50% | +$138K | 0.03% | 338 |
|
|
2021
Q3 | $372K | Hold |
2,125
| – | – | 0.03% | 347 |
|
|
2021
Q2 | $344K | Hold |
2,125
| – | – | 0.03% | 367 |
|
|
2021
Q1 | $283K | Buy |
2,125
+310
| +17% | +$41.3K | 0.03% | 401 |
|
|
2020
Q4 | $299K | Hold |
1,815
| – | – | 0.03% | 343 |
|
|
2020
Q3 | $231K | Sell |
1,815
-119
| -6% | -$15.1K | 0.03% | 362 |
|
|
2020
Q2 | $257K | Buy |
+1,934
| New | +$257K | 0.04% | 340 |
|
|
2019
Q2 | – | Sell |
-5,894
| Closed | -$329K | – | 436 |
|
|
2019
Q1 | $329K | Buy |
+5,894
| New | +$329K | 0.05% | 267 |
|