Potrero Capital Research’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,179
| Closed | -$2.4M | – | 58 |
|
|
2020
Q1 | $2.4M | Buy |
32,179
+2,179
| +7% | +$163K | 1.69% | 24 |
|
|
2019
Q4 | $2.2M | Hold |
30,000
| – | – | 1.21% | 28 |
|
|
2019
Q3 | $2.02M | Hold |
30,000
| – | – | 1.16% | 32 |
|
|
2019
Q2 | $2.17M | Buy |
+30,000
| New | +$2.17M | 1.24% | 28 |
|
|
2018
Q4 | – | Sell |
-12,893
| Closed | -$450K | – | 52 |
|
|
2018
Q3 | $450K | Sell |
12,893
-60,609
| -82% | -$2.12M | 0.29% | 35 |
|
|
2018
Q2 | $3.92M | Buy |
+73,502
| New | +$3.92M | 2.92% | 16 |
|