Oak Ridge Investments’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 |
-30,369
| Closed | -$2.79M | – | 161 |
|
|
2022
Q3 | $2.79M | Sell |
30,369
-8,930
| -23% | -$820K | 0.42% | 81 |
|
|
2022
Q2 | $2.78M | Buy |
39,299
+30,460
| +345% | +$2.15M | 0.4% | 79 |
|
|
2022
Q1 | $880K | Buy |
8,839
+1,234
| +16% | +$123K | 0.1% | 130 |
|
|
2021
Q4 | $982K | Sell |
7,605
-417
| -5% | -$53.8K | 0.08% | 136 |
|
|
2021
Q3 | $1.4M | Sell |
8,022
-64
| -0.8% | -$11.2K | 0.12% | 126 |
|
|
2021
Q2 | $1.31M | Buy |
8,086
+106
| +1% | +$17.1K | 0.11% | 124 |
|
|
2021
Q1 | $1.07M | Sell |
7,980
-475
| -6% | -$63.4K | 0.1% | 131 |
|
|
2020
Q4 | $1.39M | Sell |
8,455
-266
| -3% | -$43.9K | 0.12% | 127 |
|
|
2020
Q3 | $1.11M | Buy |
8,721
+2,629
| +43% | +$335K | 0.09% | 133 |
|
|
2020
Q2 | $811K | Buy |
+6,092
| New | +$811K | 0.07% | 143 |
|