Gries Financial’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 |
-4,918
| Closed | -$451K | – | 164 |
|
|
2022
Q3 | $451K | Sell |
4,918
-1,200
| -20% | -$110K | 0.19% | 101 |
|
|
2022
Q2 | $432K | Buy |
6,118
+300
| +5% | +$21.2K | 0.21% | 89 |
|
|
2022
Q1 | $579K | Buy |
5,818
+300
| +5% | +$29.9K | 0.21% | 98 |
|
|
2021
Q4 | $712K | Sell |
5,518
-173,292
| -97% | -$22.4M | 0.29% | 90 |
|
|
2021
Q3 | $31.3M | Sell |
178,810
-1,400
| -0.8% | -$245K | 9.81% | 2 |
|
|
2021
Q2 | $30.3M | Sell |
180,210
-176
| -0.1% | -$29.6K | 9.72% | 2 |
|
|
2021
Q1 | $21.8M | Buy |
+180,386
| New | +$21.8M | 6.97% | 2 |
|