Gemmer Asset Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25
| Closed | -$4K | – | 1352 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 1332 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q2 | $3K | Sell |
25
-75
| -75% | -$9K | ﹤0.01% | 1108 |
|
|
2020
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 666 |
|