Liontrust Investment Partners’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 |
-14,000
| Closed | -$1.29M | – | 252 |
|
|
2022
Q3 | $1.29M | Hold |
14,000
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $988K | Sell |
14,000
-24,000
| -63% | -$1.69M | 0.01% | 221 |
|
|
2022
Q1 | $3.78M | Sell |
38,000
-3,400
| -8% | -$338K | 0.05% | 130 |
|
|
2021
Q4 | $5.35M | Buy |
41,400
+4,000
| +11% | +$516K | 0.06% | 127 |
|
|
2021
Q3 | $6.54M | Buy |
+37,400
| New | +$6.54M | 0.09% | 121 |
|
|
2020
Q4 | $7.57M | Buy |
+45,900
| New | +$7.57M | 0.15% | 84 |
|