LPL Financial’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 |
-4,479
| Closed | -$411K | – | 4604 |
|
|
2022
Q3 | $411K | Sell |
4,479
-5,288
| -54% | -$485K | ﹤0.01% | 3311 |
|
|
2022
Q2 | $690K | Sell |
9,767
-578
| -6% | -$40.8K | ﹤0.01% | 2891 |
|
|
2022
Q1 | $1.03M | Sell |
10,345
-2,507
| -20% | -$249K | ﹤0.01% | 2584 |
|
|
2021
Q4 | $1.66M | Buy |
12,852
+797
| +7% | +$103K | ﹤0.01% | 2223 |
|
|
2021
Q3 | $2.11M | Buy |
12,055
+2,761
| +30% | +$483K | ﹤0.01% | 1993 |
|
|
2021
Q2 | $1.5M | Buy |
9,294
+2,209
| +31% | +$357K | ﹤0.01% | 2205 |
|
|
2021
Q1 | $945K | Buy |
7,085
+995
| +16% | +$133K | ﹤0.01% | 2433 |
|
|
2020
Q4 | $1M | Sell |
6,090
-440
| -7% | -$72.5K | ﹤0.01% | 2172 |
|
|
2020
Q3 | $832K | Sell |
6,530
-6,154
| -49% | -$784K | ﹤0.01% | 2076 |
|
|
2020
Q2 | $1.69M | Buy |
12,684
+883
| +7% | +$118K | ﹤0.01% | 1457 |
|
|
2020
Q1 | $880K | Buy |
11,801
+607
| +5% | +$45.3K | ﹤0.01% | 1700 |
|
|
2019
Q4 | $820K | Sell |
11,194
-1,252
| -10% | -$91.7K | ﹤0.01% | 1982 |
|
|
2019
Q3 | $837K | Buy |
12,446
+4,528
| +57% | +$305K | ﹤0.01% | 1854 |
|
|
2019
Q2 | $572K | Buy |
7,918
+3,132
| +65% | +$226K | ﹤0.01% | 2173 |
|
|
2019
Q1 | $267K | Buy |
+4,786
| New | +$267K | ﹤0.01% | 2723 |
|