Motley Fool Asset Management’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-23,658
Closed -$2.17M 223
2022
Q3
$2.17M Sell
23,658
-36,421
-61% -$3.34M 0.21% 85
2022
Q2
$4.57M Sell
60,079
-2,825
-4% -$215K 0.43% 59
2022
Q1
$6.26M Sell
62,904
-25,900
-29% -$2.58M 0.46% 56
2021
Q4
$11.5M Sell
88,804
-196
-0.2% -$25.3K 0.73% 42
2021
Q3
$15.6M Hold
89,000
1.01% 31
2021
Q2
$14.4M Buy
89,000
+5,000
+6% +$809K 0.95% 36
2021
Q1
$11.2M Hold
84,000
0.81% 41
2020
Q4
$13.9M Buy
84,000
+10,000
+14% +$1.65M 1.03% 32
2020
Q3
$9.42M Buy
+74,000
New +$9.42M 0.84% 38