PWS
AVLR
Precision Wealth Strategies’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,183
| Closed | -$346K | – | 158 |
|
|
2022
Q2 | $346K | Buy |
4,183
+449
| +12% | +$37.1K | 0.27% | 84 |
|
|
2022
Q1 | $372K | Sell |
3,734
-397
| -10% | -$39.6K | 0.22% | 95 |
|
|
2021
Q4 | $533K | Buy |
4,131
+540
| +15% | +$69.7K | 0.38% | 74 |
|
|
2021
Q3 | $628K | Buy |
3,591
+706
| +24% | +$123K | 0.49% | 44 |
|
|
2021
Q2 | $467K | Buy |
2,885
+344
| +14% | +$55.7K | 0.4% | 42 |
|
|
2021
Q1 | $339K | Buy |
2,541
+625
| +33% | +$83.4K | 0.33% | 47 |
|
|
2020
Q4 | $316K | Buy |
+1,916
| New | +$316K | 0.34% | 37 |
|