Edmond de Rothschild Holding’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 |
-2,072
| Closed | -$146K | – | 874 |
|
|
2022
Q2 | $146K | Sell |
2,072
-14
| -0.7% | -$986 | ﹤0.01% | 537 |
|
|
2022
Q1 | $208K | Buy |
2,086
+252
| +14% | +$25.1K | ﹤0.01% | 490 |
|
|
2021
Q4 | $237K | Buy |
1,834
+661
| +56% | +$85.4K | 0.01% | 514 |
|
|
2021
Q3 | $205K | Hold |
1,173
| – | – | ﹤0.01% | 538 |
|
|
2021
Q2 | $190K | Buy |
1,173
+223
| +23% | +$36.1K | ﹤0.01% | 534 |
|
|
2021
Q1 | $127K | Buy |
950
+186
| +24% | +$24.9K | ﹤0.01% | 536 |
|
|
2020
Q4 | $126K | Buy |
764
+287
| +60% | +$47.3K | ﹤0.01% | 485 |
|
|
2020
Q3 | $61K | Buy |
+477
| New | +$61K | ﹤0.01% | 499 |
|