Merriman Wealth Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,998
| Closed | -$258K | – | 241 |
|
|
2021
Q4 | $258K | Hold |
1,998
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $349K | Hold |
1,998
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $323K | Sell |
1,998
-515
| -20% | -$83.3K | 0.03% | 177 |
|
|
2021
Q1 | $335K | Sell |
2,513
-1,253
| -33% | -$167K | 0.04% | 149 |
|
|
2020
Q4 | $621K | Hold |
3,766
| – | – | 0.07% | 132 |
|
|
2020
Q3 | $480K | Buy |
+3,766
| New | +$480K | 0.07% | 107 |
|