Lakehouse Capital’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 |
-119,957
| Closed | -$8.47M | – | 16 |
|
|
2022
Q2 | $8.47M | Buy |
119,957
+12,276
| +11% | +$867K | 8.26% | 5 |
|
|
2022
Q1 | $10.7M | Buy |
107,681
+51,345
| +91% | +$5.11M | 6.96% | 7 |
|
|
2021
Q4 | $7.27M | Hold |
56,336
| – | – | 4.09% | 11 |
|
|
2021
Q3 | $9.85M | Hold |
56,336
| – | – | 5.56% | 10 |
|
|
2021
Q2 | $9.12M | Buy |
+56,336
| New | +$9.12M | 5.32% | 10 |
|
|
2020
Q4 | $9.29M | Buy |
+56,336
| New | +$9.29M | 6.98% | 8 |
|
|
2020
Q1 | $7.52M | Buy |
+56,336
| New | +$7.52M | 5.23% | 11 |
|