FinTrust Capital Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-130
| Closed | -$12K | – | 1303 |
|
|
2022
Q2 | $12K | Buy |
130
+27
| +26% | +$2.49K | ﹤0.01% | 849 |
|
|
2022
Q1 | $10K | Sell |
103
-7
| -6% | -$680 | ﹤0.01% | 956 |
|
|
2021
Q4 | $14K | Buy |
110
+3
| +3% | +$382 | ﹤0.01% | 847 |
|
|
2021
Q3 | $19K | Sell |
107
-3
| -3% | -$533 | 0.01% | 750 |
|
|
2021
Q2 | $18K | Buy |
110
+4
| +4% | +$655 | ﹤0.01% | 775 |
|
|
2021
Q1 | $14K | Buy |
106
+1
| +1% | +$132 | ﹤0.01% | 807 |
|
|
2020
Q4 | $17K | Hold |
105
| – | – | 0.01% | 709 |
|
|
2020
Q3 | $13 | Buy |
105
+78
| +289% | +$10 | ﹤0.01% | 737 |
|
|
2020
Q2 | $4K | Sell |
27
-14
| -34% | -$2.07K | ﹤0.01% | 859 |
|
|
2020
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 973 |
|
|
2019
Q4 | $3K | Sell |
41
-18
| -31% | -$1.32K | ﹤0.01% | 966 |
|
|
2019
Q3 | $4K | Buy |
59
+13
| +28% | +$881 | ﹤0.01% | 904 |
|
|
2019
Q2 | $3K | Buy |
46
+10
| +28% | +$652 | ﹤0.01% | 926 |
|
|
2019
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1246 |
|