IFP Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-136
| Closed | -$7K | – | 4660 |
|
|
2022
Q4 | $7K | Sell |
136
-11
| -7% | -$566 | ﹤0.01% | 3657 |
|
|
2022
Q3 | $8K | Buy |
147
+3
| +2% | +$163 | ﹤0.01% | 3826 |
|
|
2022
Q2 | $8K | Hold |
144
| – | – | ﹤0.01% | 3572 |
|
|
2022
Q1 | $8K | Sell |
144
-123
| -46% | -$6.83K | ﹤0.01% | 3572 |
|
|
2021
Q4 | $34K | Sell |
267
-5
| -2% | -$637 | ﹤0.01% | 1691 |
|
|
2021
Q3 | $48K | Buy |
272
+49
| +22% | +$8.65K | ﹤0.01% | 1551 |
|
|
2021
Q2 | $36K | Buy |
223
+158
| +243% | +$25.5K | ﹤0.01% | 1671 |
|
|
2021
Q1 | $9K | Buy |
65
+28
| +76% | +$3.88K | ﹤0.01% | 2180 |
|
|
2020
Q4 | $6K | Buy |
37
+13
| +54% | +$2.11K | ﹤0.01% | 2271 |
|
|
2020
Q3 | $3K | Buy |
24
+15
| +167% | +$1.88K | ﹤0.01% | 2393 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2630 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3867 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$11K | – | 4018 |
|
|
2018
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 2821 |
|