Northwestern Mutual Wealth 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
Q4 | – | Sell |
-11
| Closed | -$1K | – | 3538 |
|
|
2022
Q3 | $1K | Sell |
11
-223
| -95% | -$20.3K | ﹤0.01% | 3059 |
|
|
2022
Q2 | $17K | Buy |
234
+134
| +134% | +$9.74K | ﹤0.01% | 2334 |
|
|
2022
Q1 | $10K | Sell |
100
-21
| -17% | -$2.1K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $16K | Buy |
121
+21
| +21% | +$2.78K | ﹤0.01% | 2428 |
|
|
2021
Q3 | $17K | Buy |
100
+90
| +900% | +$15.3K | ﹤0.01% | 2291 |
|
|
2021
Q2 | $2K | Sell |
10
-2
| -17% | -$400 | ﹤0.01% | 2846 |
|
|
2021
Q1 | $2K | Sell |
12
-3
| -20% | -$500 | ﹤0.01% | 2644 |
|
|
2020
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 2568 |
|
|
2019
Q2 | – | Sell |
-836
| Closed | -$47K | – | 2778 |
|
|
2019
Q1 | $47K | Buy |
+836
| New | +$47K | ﹤0.01% | 1373 |
|