Oppenheimer & Co’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,851
| Closed | -$283K | – | 1568 |
|
|
2022
Q1 | $283K | Buy |
2,851
+935
| +49% | +$92.8K | 0.01% | 1224 |
|
|
2021
Q4 | $248K | Buy |
1,916
+126
| +7% | +$16.3K | ﹤0.01% | 1308 |
|
|
2021
Q3 | $313K | Buy |
1,790
+218
| +14% | +$38.1K | 0.01% | 1211 |
|
|
2021
Q2 | $254K | Buy |
+1,572
| New | +$254K | ﹤0.01% | 1329 |
|
|
2019
Q1 | – | Sell |
-6,529
| Closed | -$203K | – | 1400 |
|
|
2018
Q4 | $203K | Buy |
6,529
+324
| +5% | +$10.1K | 0.01% | 1098 |
|
|
2018
Q3 | $217K | Buy |
+6,205
| New | +$217K | 0.01% | 1194 |
|