Evolution Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-889
| Closed | -$144K | – | 694 |
|
|
2021
Q2 | $144K | Sell |
889
-261
| -23% | -$42.3K | 0.03% | 147 |
|
|
2021
Q1 | $153K | Buy |
+1,150
| New | +$153K | 0.03% | 122 |
|
|
2020
Q4 | – | Sell |
-351
| Closed | -$45K | – | 651 |
|
|
2020
Q3 | $45K | Buy |
+351
| New | +$45K | 0.01% | 191 |
|
|
2020
Q2 | – | Sell |
-1,391
| Closed | -$104K | – | 577 |
|
|
2020
Q1 | $104K | Sell |
1,391
-635
| -31% | -$47.5K | 0.04% | 85 |
|
|
2019
Q4 | $148K | Buy |
2,026
+1,935
| +2,126% | +$141K | 0.04% | 89 |
|
|
2019
Q3 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 264 |
|