Kestra 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
Q4 | – | Sell |
-5,501
| Closed | -$505K | – | 2384 |
|
|
2022
Q3 | $505K | Sell |
5,501
-1,251
| -19% | -$115K | 0.01% | 1312 |
|
|
2022
Q2 | $477K | Buy |
6,752
+507
| +8% | +$35.8K | ﹤0.01% | 1356 |
|
|
2022
Q1 | $621K | Buy |
6,245
+4,019
| +181% | +$400K | 0.01% | 1166 |
|
|
2021
Q4 | $287K | Sell |
2,226
-648
| -23% | -$83.5K | ﹤0.01% | 1628 |
|
|
2021
Q3 | $502K | Buy |
2,874
+824
| +40% | +$144K | 0.01% | 1385 |
|
|
2021
Q2 | $332K | Buy |
+2,050
| New | +$332K | ﹤0.01% | 1508 |
|
|
2021
Q1 | – | Sell |
-1,464
| Closed | -$250K | – | 2101 |
|
|
2020
Q4 | $250K | Buy |
+1,464
| New | +$250K | ﹤0.01% | 1572 |
|