Heritage Wealth Management (Arizona)’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 |
-70
| Closed | -$6K | – | 1114 |
|
|
2022
Q3 | $6K | Sell |
70
-1,959
| -97% | -$168K | ﹤0.01% | 746 |
|
|
2022
Q2 | $143K | Buy |
2,029
+15
| +0.7% | +$1.06K | 0.05% | 295 |
|
|
2022
Q1 | $200K | Buy |
+2,014
| New | +$200K | 0.05% | 271 |
|
|
2021
Q3 | $240K | Sell |
1,376
-65
| -5% | -$11.3K | 0.09% | 185 |
|
|
2021
Q2 | $233K | Buy |
+1,441
| New | +$233K | 0.09% | 202 |
|