MIM
AVLR
Merrion Investment Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-31,650
| Closed | -$2.91M | – | 97 |
|
|
2022
Q3 | $2.91M | Sell |
31,650
-275
| -0.9% | -$25.2K | 2.87% | 9 |
|
|
2022
Q2 | $2.25M | Sell |
31,925
-205
| -0.6% | -$14.5K | 2.18% | 12 |
|
|
2022
Q1 | $3.2M | Buy |
32,130
+1,130
| +4% | +$112K | 2.34% | 11 |
|
|
2021
Q4 | $4M | Buy |
31,000
+400
| +1% | +$51.6K | 2.94% | 11 |
|
|
2021
Q3 | $5.35M | Hold |
30,600
| – | – | 4.07% | 5 |
|
|
2021
Q2 | $4.95M | Buy |
30,600
+281
| +0.9% | +$45.5K | 3.75% | 8 |
|
|
2021
Q1 | $4.05M | Sell |
30,319
-1,000
| -3% | -$133K | 3.38% | 9 |
|
|
2020
Q4 | $5.16M | Buy |
+31,319
| New | +$5.16M | 4.37% | 5 |
|