Lagoda Investment 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
Q3 | – | Sell |
-74,860
| Closed | -$5.29M | – | 39 |
|
|
2022
Q2 | $5.29M | Buy |
74,860
+2,610
| +4% | +$184K | 3.5% | 14 |
|
|
2022
Q1 | $7.19M | Buy |
72,250
+8,162
| +13% | +$812K | 3.87% | 13 |
|
|
2021
Q4 | $8.27M | Buy |
64,088
+4,510
| +8% | +$582K | 3.92% | 14 |
|
|
2021
Q3 | $10.4M | Buy |
59,578
+1,297
| +2% | +$227K | 5.19% | 6 |
|
|
2021
Q2 | $9.43M | Buy |
58,281
+2,619
| +5% | +$424K | 4.39% | 11 |
|
|
2021
Q1 | $7.43M | Buy |
55,662
+2,446
| +5% | +$326K | 3.71% | 13 |
|
|
2020
Q4 | $8.78M | Buy |
53,216
+730
| +1% | +$120K | 4.73% | 12 |
|
|
2020
Q3 | $6.68M | Buy |
52,486
+7,469
| +17% | +$951K | 4.96% | 13 |
|
|
2020
Q2 | $5.99M | Buy |
45,017
+1,657
| +4% | +$221K | 4.99% | 12 |
|
|
2020
Q1 | $3.24M | Buy |
43,360
+15,905
| +58% | +$1.19M | 3.83% | 13 |
|
|
2019
Q4 | $2.01M | Buy |
+27,455
| New | +$2.01M | 1.96% | 13 |
|