HM Payson & Co’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 |
-20
| Closed | -$3K | – | 1197 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 980 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 973 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q4 | $3K | Buy |
20
+10
| +100% | +$1.5K | ﹤0.01% | 998 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 853 |
|