Montecito Bank & Trust’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 |
-1,672
| Closed | -$216K | – | 280 |
|
|
2021
Q4 | $216K | Hold |
1,672
| – | – | 0.04% | 255 |
|
|
2021
Q3 | $292K | Hold |
1,672
| – | – | 0.06% | 226 |
|
|
2021
Q2 | $271K | Hold |
1,672
| – | – | 0.05% | 233 |
|
|
2021
Q1 | $223K | Hold |
1,672
| – | – | 0.05% | 230 |
|
|
2020
Q4 | $276K | Hold |
1,672
| – | – | 0.06% | 212 |
|
|
2020
Q3 | $213K | Hold |
1,672
| – | – | 0.05% | 192 |
|
|
2020
Q2 | $223K | Buy |
+1,672
| New | +$223K | 0.06% | 188 |
|