Gamble Jones Investment Counsel’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 |
-49,915
| Closed | -$4.58M | – | 221 |
|
|
2022
Q3 | $4.58M | Sell |
49,915
-2,596
| -5% | -$238K | 0.37% | 56 |
|
|
2022
Q2 | $3.71M | Sell |
52,511
-4,913
| -9% | -$347K | 0.27% | 61 |
|
|
2022
Q1 | $5.72M | Buy |
57,424
+572
| +1% | +$56.9K | 0.36% | 57 |
|
|
2021
Q4 | $7.34M | Buy |
56,852
+1,328
| +2% | +$171K | 0.43% | 50 |
|
|
2021
Q3 | $9.7M | Sell |
55,524
-229
| -0.4% | -$40K | 0.64% | 37 |
|
|
2021
Q2 | $9.02M | Buy |
55,753
+366
| +0.7% | +$59.2K | 0.59% | 43 |
|
|
2021
Q1 | $7.39M | Buy |
55,387
+1,823
| +3% | +$243K | 0.5% | 45 |
|
|
2020
Q4 | $8.83M | Buy |
53,564
+1,292
| +2% | +$213K | 0.6% | 40 |
|
|
2020
Q3 | $6.66M | Buy |
52,272
+173
| +0.3% | +$22K | 0.48% | 43 |
|
|
2020
Q2 | $6.93M | Buy |
52,099
+1,300
| +3% | +$173K | 0.55% | 43 |
|
|
2020
Q1 | $3.79M | Buy |
50,799
+25,619
| +102% | +$1.91M | 0.35% | 54 |
|
|
2019
Q4 | $1.84M | Buy |
+25,180
| New | +$1.84M | 0.14% | 87 |
|