Icon Wealth Partners’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $629K | Sell |
8,911
-2,164
| -20% | -$153K | 0.08% | 178 |
|
|
2022
Q1 | $1.1M | Buy |
11,075
+3,735
| +51% | +$372K | 0.11% | 142 |
|
|
2021
Q4 | $948K | Sell |
7,340
-1,271
| -15% | -$164K | 0.1% | 152 |
|
|
2021
Q3 | $1.51M | Buy |
8,611
+441
| +5% | +$77.1K | 0.16% | 134 |
|
|
2021
Q2 | $1.32M | Buy |
8,170
+3,627
| +80% | +$587K | 0.14% | 134 |
|
|
2021
Q1 | $606K | Buy |
4,543
+1,005
| +28% | +$134K | 0.08% | 187 |
|
|
2020
Q4 | $583K | Buy |
3,538
+805
| +29% | +$133K | 0.09% | 159 |
|
|
2020
Q3 | $348K | Buy |
+2,733
| New | +$348K | 0.07% | 179 |
|