Liberty Wealth Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-183
| Closed | -$30K | – | 1196 |
|
|
2021
Q3 | $30K | Buy |
183
+147
| +408% | +$24.1K | 0.01% | 540 |
|
|
2021
Q2 | $6K | Buy |
36
+20
| +125% | +$3.33K | ﹤0.01% | 774 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 844 |
|
|
2020
Q4 | $2K | Sell |
16
-4
| -20% | -$500 | ﹤0.01% | 840 |
|
|
2020
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 733 |
|