ETCM
AVLR
Evolutionary Tree Capital Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50,557
| Closed | -$3.57M | – | 39 |
|
|
2022
Q2 | $3.57M | Sell |
50,557
-10,488
| -17% | -$740K | 3.89% | 10 |
|
|
2022
Q1 | $6.08M | Sell |
61,045
-5,358
| -8% | -$533K | 4.22% | 8 |
|
|
2021
Q4 | $8.57M | Buy |
66,403
+37,796
| +132% | +$4.88M | 4.12% | 9 |
|
|
2021
Q3 | $5M | Buy |
28,607
+2,402
| +9% | +$420K | 2.22% | 20 |
|
|
2021
Q2 | $4.24M | Buy |
26,205
+8,385
| +47% | +$1.36M | 1.96% | 25 |
|
|
2021
Q1 | $2.38M | Buy |
17,820
+9,457
| +113% | +$1.26M | 1.41% | 27 |
|
|
2020
Q4 | $1.38M | Buy |
+8,363
| New | +$1.38M | 1.05% | 32 |
|