Newbridge Financial Services Group’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-70
| Closed | -$6K | – | 1537 |
|
|
2022
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q1 | $7K | Hold |
70
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $12K | Hold |
70
| – | – | 0.01% | 838 |
|
|
2021
Q2 | $11K | Hold |
70
| – | – | 0.01% | 971 |
|
|
2021
Q1 | $9K | Buy |
+70
| New | +$9K | 0.01% | 936 |
|