Ivy Lane Capital Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50,000
| Closed | -$4.59M | – | 14 |
|
|
2022
Q3 | $4.59M | Sell |
50,000
-73,000
| -59% | -$6.7M | 4.48% | 7 |
|
|
2022
Q2 | $8.68M | Buy |
123,000
+2,000
| +2% | +$141K | 8.23% | 5 |
|
|
2022
Q1 | $12M | Sell |
121,000
-9,000
| -7% | -$896K | 9.34% | 6 |
|
|
2021
Q4 | $16.8M | Buy |
130,000
+9,000
| +7% | +$1.16M | 11.81% | 4 |
|
|
2021
Q3 | $21.1M | Hold |
121,000
| – | – | 14.77% | 3 |
|
|
2021
Q2 | $19.6M | Buy |
121,000
+18,000
| +17% | +$2.91M | 13.85% | 4 |
|
|
2021
Q1 | $13.7M | Buy |
103,000
+13,300
| +15% | +$1.77M | 11.83% | 5 |
|
|
2020
Q4 | $14.8M | Buy |
+89,700
| New | +$14.8M | 14.15% | 5 |
|