Edge Wealth Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$13K | – | 648 |
|
|
2020
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2019
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 459 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 635 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 625 |
|