Pendal Group’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 |
-14,666
| Closed | -$1.35M | – | 545 |
|
|
2022
Q3 | $1.35M | Buy |
+14,666
| New | +$1.35M | 0.01% | 237 |
|
|
2022
Q2 | – | Sell |
-2,556
| Closed | -$254K | – | 525 |
|
|
2022
Q1 | $254K | Hold |
2,556
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $330K | Buy |
2,556
+1,188
| +87% | +$153K | ﹤0.01% | 482 |
|
|
2021
Q3 | $239K | Buy |
+1,368
| New | +$239K | ﹤0.01% | 541 |
|
|
2019
Q4 | – | Sell |
-11,173
| Closed | -$752K | – | 511 |
|
|
2019
Q3 | $752K | Sell |
11,173
-506
| -4% | -$34K | 0.01% | 319 |
|
|
2019
Q2 | $843K | Sell |
11,679
-4,919
| -30% | -$355K | 0.01% | 296 |
|
|
2019
Q1 | $926K | Buy |
+16,598
| New | +$926K | 0.01% | 303 |
|