Mackenzie Financial’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,954
| Closed | -$394K | – | 1293 |
|
|
2021
Q1 | $394K | Buy |
2,954
+501
| +20% | +$66.8K | ﹤0.01% | 984 |
|
|
2020
Q4 | $404K | Buy |
+2,453
| New | +$404K | ﹤0.01% | 886 |
|
|
2020
Q3 | – | Sell |
-1,927
| Closed | -$256K | – | 1073 |
|
|
2020
Q2 | $256K | Buy |
+1,927
| New | +$256K | ﹤0.01% | 903 |
|