Ergoteles’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 |
-163,134
| Closed | -$15M | – | 2166 |
|
|
2022
Q3 | $15M | Buy |
+163,134
| New | +$15M | 0.53% | 23 |
|
|
2022
Q1 | – | Sell |
-7,993
| Closed | -$1.03M | – | 1758 |
|
|
2021
Q4 | $1.03M | Sell |
7,993
-10,607
| -57% | -$1.37M | 0.04% | 411 |
|
|
2021
Q3 | $3.25M | Sell |
18,600
-1,389
| -7% | -$243K | 0.12% | 199 |
|
|
2021
Q2 | $3.23M | Buy |
19,989
+14,890
| +292% | +$2.41M | 0.07% | 298 |
|
|
2021
Q1 | $680K | Buy |
+5,099
| New | +$680K | 0.02% | 430 |
|
|
2020
Q4 | – | Sell |
-4,021
| Closed | -$512K | – | 978 |
|
|
2020
Q3 | $512K | Buy |
+4,021
| New | +$512K | 0.07% | 228 |
|