FGIM
AVLR
First Growth Investment Manager’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,500
| Closed | -$1.31M | – | 25 |
|
|
2022
Q2 | $1.31M | Buy |
18,500
+1,500
| +9% | +$106K | 1.69% | 19 |
|
|
2022
Q1 | $1.69M | Buy |
17,000
+5,750
| +51% | +$572K | 1.23% | 18 |
|
|
2021
Q4 | $1.45M | Sell |
11,250
-1,750
| -13% | -$226K | 0.75% | 18 |
|
|
2021
Q3 | $2.27M | Hold |
13,000
| – | – | 0.83% | 21 |
|
|
2021
Q2 | $2.1M | Buy |
13,000
+4,000
| +44% | +$647K | 0.77% | 20 |
|
|
2021
Q1 | $1.2M | Buy |
9,000
+2,250
| +33% | +$300K | 0.41% | 19 |
|
|
2020
Q4 | $1.11M | Buy |
+6,750
| New | +$1.11M | 0.78% | 18 |
|