First Bank & Trust’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 |
-3,929
| Closed | -$277K | – | 528 |
|
|
2022
Q2 | $277K | Buy |
3,929
+546
| +16% | +$38.5K | 0.09% | 140 |
|
|
2022
Q1 | $336K | Buy |
3,383
+1,060
| +46% | +$105K | 0.1% | 128 |
|
|
2021
Q4 | $300K | Buy |
2,323
+240
| +12% | +$31K | 0.13% | 144 |
|
|
2021
Q3 | $364K | Sell |
2,083
-40
| -2% | -$6.99K | 0.17% | 117 |
|
|
2021
Q2 | $343K | Buy |
2,123
+58
| +3% | +$9.37K | 0.17% | 118 |
|
|
2021
Q1 | $276K | Sell |
2,065
-37
| -2% | -$4.95K | 0.14% | 132 |
|
|
2020
Q4 | $347K | Sell |
2,102
-422
| -17% | -$69.7K | 0.22% | 103 |
|
|
2020
Q3 | $321K | Sell |
2,524
-109
| -4% | -$13.9K | 0.21% | 96 |
|
|
2020
Q2 | $351K | Sell |
2,633
-148
| -5% | -$19.7K | 0.26% | 87 |
|
|
2020
Q1 | $208K | Buy |
2,781
+911
| +49% | +$68.1K | 0.19% | 105 |
|
|
2019
Q4 | $137K | Buy |
1,870
+907
| +94% | +$66.4K | 0.1% | 163 |
|
|
2019
Q3 | $65K | Buy |
+963
| New | +$65K | 0.05% | 206 |
|