IMA 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
Q2 | – | Sell |
-39
| Closed | -$4K | – | 341 |
|
|
2022
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $5K | Hold |
39
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 246 |
|
|
2021
Q2 | $6K | Hold |
39
| – | – | ﹤0.01% | 253 |
|
|
2021
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $6K | Hold |
39
| – | – | ﹤0.01% | 249 |
|
|
2020
Q3 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 235 |
|