Financial Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-66,913
| Closed | -$6.14M | – | 121 |
|
|
2022
Q3 | $6.14M | Sell |
66,913
-455
| -0.7% | -$41.8K | 1.45% | 25 |
|
|
2022
Q2 | $4.76M | Buy |
67,368
+11,151
| +20% | +$787K | 1.02% | 35 |
|
|
2022
Q1 | $5.59M | Buy |
56,217
+8,830
| +19% | +$879K | 1.04% | 35 |
|
|
2021
Q4 | $6.12M | Buy |
47,387
+1,078
| +2% | +$139K | 1.08% | 33 |
|
|
2021
Q3 | $8.09M | Buy |
46,309
+3,283
| +8% | +$574K | 1.48% | 28 |
|
|
2021
Q2 | $6.96M | Buy |
43,026
+1,140
| +3% | +$184K | 1.28% | 31 |
|
|
2021
Q1 | $5.59M | Buy |
41,886
+530
| +1% | +$70.7K | 1.13% | 35 |
|
|
2020
Q4 | $6.82M | Sell |
41,356
-675
| -2% | -$111K | 1.56% | 27 |
|
|
2020
Q3 | $5.35M | Sell |
42,031
-280
| -0.7% | -$35.7K | 1.42% | 28 |
|
|
2020
Q2 | $5.63M | Buy |
42,311
+4,322
| +11% | +$575K | 1.62% | 26 |
|
|
2020
Q1 | $2.83M | Buy |
+37,989
| New | +$2.83M | 0.9% | 35 |
|