O'Shaughnessy Asset Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,201
| Closed | -$210K | – | 2731 |
|
|
2021
Q3 | $210K | Buy |
1,201
+195
| +19% | +$34.1K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $163K | Buy |
1,006
+182
| +22% | +$29.5K | ﹤0.01% | 1125 |
|
|
2021
Q1 | $110K | Sell |
824
-77
| -9% | -$10.3K | ﹤0.01% | 1158 |
|
|
2020
Q4 | $149K | Buy |
901
+861
| +2,153% | +$142K | ﹤0.01% | 944 |
|
|
2020
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 1500 |
|