First Mercantile Trust’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,866
| Closed | -$193K | – | 917 |
|
|
2019
Q3 | $193K | Hold |
2,866
| – | – | 0.02% | 488 |
|
|
2019
Q2 | $207K | Sell |
2,866
-326
| -10% | -$23.5K | 0.02% | 425 |
|
|
2019
Q1 | $178K | Buy |
+3,192
| New | +$178K | 0.04% | 492 |
|
|
2018
Q3 | – | Sell |
-1,900
| Closed | -$101K | – | 963 |
|
|
2018
Q2 | $101K | Buy |
+1,900
| New | +$101K | 0.02% | 718 |
|