Glassman Wealth Services’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 |
-13
| Closed | -$1K | – | 2076 |
|
|
2022
Q3 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 1611 |
|
|
2022
Q2 | $0 | Sell |
6
-9
| -60% | – | ﹤0.01% | 2117 |
|
|
2022
Q1 | $1K | Buy |
15
+10
| +200% | +$667 | ﹤0.01% | 1597 |
|
|
2021
Q4 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 1589 |
|
|
2021
Q3 | $1K | Buy |
6
+5
| +500% | +$833 | ﹤0.01% | 1535 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1725 |
|
|
2021
Q1 | $0 | Sell |
1
-7
| -88% | – | ﹤0.01% | 1698 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1280 |
|