IEQ Capital’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 |
-1,725
| Closed | -$302K | – | 766 |
|
|
2021
Q3 | $302K | Buy |
+1,725
| New | +$302K | 0.01% | 552 |
|
|
2020
Q2 | – | Sell |
-4,285
| Closed | -$320K | – | 407 |
|
|
2020
Q1 | $320K | Buy |
4,285
+1,065
| +33% | +$79.5K | 0.03% | 265 |
|
|
2019
Q4 | $236K | Buy |
+3,220
| New | +$236K | 0.02% | 356 |
|