Montanaro Asset 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
Q3 | – | Sell |
-3,000
| Closed | -$212K | – | 49 |
|
|
2022
Q2 | $212K | Hold |
3,000
| – | – | 0.03% | 45 |
|
|
2022
Q1 | $299K | Buy |
3,000
+550
| +22% | +$54.8K | 0.04% | 43 |
|
|
2021
Q4 | $316K | Buy |
2,450
+450
| +23% | +$58K | 0.03% | 46 |
|
|
2021
Q3 | $350K | Buy |
2,000
+250
| +14% | +$43.8K | 0.04% | 45 |
|
|
2021
Q2 | $283K | Buy |
+1,750
| New | +$283K | 0.04% | 49 |
|