Next Financial Group’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $324K | Buy |
2,511
+286
| +13% | +$36.9K | 0.02% | 705 |
|
|
2021
Q3 | $389K | Buy |
2,225
+51
| +2% | +$8.92K | 0.03% | 570 |
|
|
2021
Q2 | $352K | Buy |
2,174
+2,089
| +2,458% | +$338K | 0.03% | 603 |
|
|
2021
Q1 | $11K | Buy |
85
+2
| +2% | +$259 | ﹤0.01% | 1871 |
|
|
2020
Q4 | $13K | Buy |
83
+77
| +1,283% | +$12.1K | ﹤0.01% | 1689 |
|
|
2020
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2169 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$6K | – | 2053 |
|
|
2020
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 1679 |
|
|
2019
Q4 | $5K | Sell |
75
-285
| -79% | -$19K | ﹤0.01% | 1985 |
|
|
2019
Q3 | $24K | Buy |
+360
| New | +$24K | ﹤0.01% | 1378 |
|