FDx Advisors’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,473
Closed -$739K 830
2022
Q2
$739K Sell
10,473
-1,261
-11% -$89K 0.03% 377
2022
Q1
$1.17M Buy
11,734
+3,627
+45% +$361K 0.04% 302
2021
Q4
$1.05M Sell
8,107
-1,319
-14% -$170K 0.03% 351
2021
Q3
$1.65M Buy
9,426
+417
+5% +$72.9K 0.05% 242
2021
Q2
$1.46M Buy
9,009
+4,380
+95% +$709K 0.05% 252
2021
Q1
$618K Buy
4,629
+725
+19% +$96.8K 0.02% 411
2020
Q4
$644K Buy
3,904
+673
+21% +$111K 0.03% 367
2020
Q3
$411K Buy
+3,231
New +$411K 0.02% 424