Engle Capital Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-87,000
| Closed | -$14.3M | – | 31 |
|
|
2020
Q4 | $14.3M | Sell |
87,000
-116,000
| -57% | -$19.1M | 2.06% | 16 |
|
|
2020
Q3 | $25.9M | Sell |
203,000
-18,000
| -8% | -$2.29M | 4.08% | 11 |
|
|
2020
Q2 | $29.4M | Buy |
221,000
+9,800
| +5% | +$1.3M | 4.74% | 12 |
|
|
2020
Q1 | $15.8M | Sell |
211,200
-66,800
| -24% | -$4.98M | 5.23% | 9 |
|
|
2019
Q4 | $20.4M | Sell |
278,000
-14,000
| -5% | -$1.03M | 4.38% | 11 |
|
|
2019
Q3 | $19.6M | Buy |
292,000
+27,000
| +10% | +$1.82M | 5.21% | 7 |
|
|
2019
Q2 | $19.1M | Buy |
265,000
+110,000
| +71% | +$7.94M | 4.54% | 10 |
|
|
2019
Q1 | $8.65M | Buy |
+155,000
| New | +$8.65M | 2.25% | 15 |
|