PPW
AVLR
Parcion Private Wealth’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-47,121
| Closed | -$5.16M | – | 214 |
|
|
2021
Q4 | $5.16M | Buy |
47,121
+9,146
| +24% | +$1M | 0.47% | 53 |
|
|
2021
Q3 | $6.56M | Buy |
37,975
+5,030
| +15% | +$869K | 0.58% | 44 |
|
|
2021
Q2 | $5.33M | Sell |
32,945
-3,601
| -10% | -$583K | 0.53% | 52 |
|
|
2021
Q1 | $4.88M | Buy |
36,546
+34,996
| +2,258% | +$4.67M | 0.55% | 52 |
|
|
2020
Q4 | $256K | Hold |
1,550
| – | – | 0.03% | 168 |
|
|
2020
Q3 | $203K | Hold |
1,550
| – | – | 0.03% | 175 |
|
|
2020
Q2 | $207K | Buy |
+1,550
| New | +$207K | 0.04% | 173 |
|