Lindbrook 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
Q4 | – | Sell |
-142
| Closed | -$13K | – | 3099 |
|
|
2022
Q3 | $13K | Buy |
142
+8
| +6% | +$732 | ﹤0.01% | 1224 |
|
|
2022
Q2 | $9K | Sell |
134
-3
| -2% | -$201 | ﹤0.01% | 1328 |
|
|
2022
Q1 | $14K | Buy |
137
+127
| +1,270% | +$13K | ﹤0.01% | 1173 |
|
|
2021
Q4 | $1K | Sell |
10
-18
| -64% | -$1.8K | ﹤0.01% | 2044 |
|
|
2021
Q3 | $5K | Buy |
28
+18
| +180% | +$3.21K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $2K | Sell |
10
-16
| -62% | -$3.2K | ﹤0.01% | 1680 |
|
|
2021
Q1 | $3K | Sell |
26
-12
| -32% | -$1.39K | ﹤0.01% | 1485 |
|
|
2020
Q4 | $6K | Buy |
38
+13
| +52% | +$2.05K | ﹤0.01% | 1148 |
|
|
2020
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1332 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$14K | – | 1564 |
|
|
2019
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 806 |
|