Hummer Financial Advisory 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
Q1 | – | Sell |
-1,600
| Closed | -$207K | – | 107 |
|
|
2021
Q4 | $207K | Hold |
1,600
| – | – | 0.17% | 102 |
|
|
2021
Q3 | $280K | Hold |
1,600
| – | – | 0.26% | 86 |
|
|
2021
Q2 | $259K | Hold |
1,600
| – | – | 0.24% | 91 |
|
|
2021
Q1 | $213K | Hold |
1,600
| – | – | 0.21% | 100 |
|
|
2020
Q4 | $264K | Hold |
1,600
| – | – | 0.28% | 82 |
|
|
2020
Q3 | $204K | Hold |
1,600
| – | – | 0.24% | 91 |
|
|
2020
Q2 | $213K | Buy |
+1,600
| New | +$213K | 0.27% | 84 |
|