J.P. Morgan Private Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,178
| Closed | -$507K | – | 2005 |
|
|
2022
Q2 | $507K | Sell |
7,178
-1,739
| -20% | -$123K | ﹤0.01% | 1449 |
|
|
2022
Q1 | $887K | Sell |
8,917
-1,846
| -17% | -$184K | ﹤0.01% | 1274 |
|
|
2021
Q4 | $1.39M | Sell |
10,763
-871
| -7% | -$112K | ﹤0.01% | 1083 |
|
|
2021
Q3 | $2.03M | Buy |
11,634
+249
| +2% | +$43.5K | 0.01% | 896 |
|
|
2021
Q2 | $1.84M | Buy |
11,385
+7,875
| +224% | +$1.27M | ﹤0.01% | 914 |
|
|
2021
Q1 | $468K | Sell |
3,510
-28,375
| -89% | -$3.78M | ﹤0.01% | 1340 |
|
|
2020
Q4 | $5.26M | Buy |
31,885
+16,697
| +110% | +$2.75M | 0.02% | 464 |
|
|
2020
Q3 | $1.93M | Buy |
+15,188
| New | +$1.93M | 0.01% | 659 |
|