Loring Wolcott & Coolidge Fiduciary Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$184K | – | 615 |
|
|
2022
Q3 | $184K | Hold |
2,000
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $141K | Hold |
2,000
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $199K | Hold |
2,000
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $258K | Hold |
2,000
| – | – | ﹤0.01% | 286 |
|
|
2021
Q3 | $350K | Hold |
2,000
| – | – | ﹤0.01% | 245 |
|
|
2021
Q2 | $324K | Hold |
2,000
| – | – | ﹤0.01% | 261 |
|
|
2021
Q1 | $267K | Hold |
2,000
| – | – | ﹤0.01% | 261 |
|
|
2020
Q4 | $330K | Buy |
+2,000
| New | +$330K | ﹤0.01% | 239 |
|