OSIA
AVLR
O'Shares Investment Advisers’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,753
| Closed | -$2.68M | – | 296 |
|
|
2021
Q4 | $2.68M | Sell |
20,753
-1,478
| -7% | -$191K | 0.19% | 149 |
|
|
2021
Q3 | $3.89M | Sell |
22,231
-9,168
| -29% | -$1.6M | 0.29% | 103 |
|
|
2021
Q2 | $5.08M | Sell |
31,399
-970
| -3% | -$157K | 0.36% | 87 |
|
|
2021
Q1 | $4.32M | Sell |
32,369
-3,995
| -11% | -$533K | 0.32% | 94 |
|
|
2020
Q4 | $6M | Buy |
36,364
+7,824
| +27% | +$1.29M | 0.46% | 77 |
|
|
2020
Q3 | $3.63M | Buy |
28,540
+5,557
| +24% | +$708K | 0.38% | 81 |
|
|
2020
Q2 | $3.06M | Buy |
22,983
+16,982
| +283% | +$2.26M | 0.38% | 78 |
|
|
2020
Q1 | $448K | Sell |
6,001
-157
| -3% | -$11.7K | 0.08% | 195 |
|
|
2019
Q4 | $451K | Sell |
6,158
-240
| -4% | -$17.6K | 0.06% | 233 |
|
|
2019
Q3 | $431K | Buy |
+6,398
| New | +$431K | 0.06% | 234 |
|