HBK Sorce Advisory’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,738
| Closed | -$304K | – | 629 |
|
|
2021
Q3 | $304K | Sell |
1,738
-226
| -12% | -$39.5K | 0.02% | 436 |
|
|
2021
Q2 | $318K | Buy |
1,964
+5
| +0.3% | +$810 | 0.02% | 435 |
|
|
2021
Q1 | $261K | Buy |
1,959
+219
| +13% | +$29.2K | 0.02% | 434 |
|
|
2020
Q4 | $287K | Sell |
1,740
-816
| -32% | -$135K | 0.02% | 390 |
|
|
2020
Q3 | $325K | Buy |
2,556
+101
| +4% | +$12.8K | 0.02% | 337 |
|
|
2020
Q2 | $327K | Buy |
+2,455
| New | +$327K | 0.02% | 313 |
|