Principal Financial 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 |
-9,994
| Closed | -$917K | – | 2601 |
|
|
2022
Q3 | $917K | Sell |
9,994
-3,955
| -28% | -$363K | ﹤0.01% | 1857 |
|
|
2022
Q2 | $985K | Buy |
13,949
+3,443
| +33% | +$243K | ﹤0.01% | 1922 |
|
|
2022
Q1 | $1.05M | Sell |
10,506
-797
| -7% | -$79.4K | ﹤0.01% | 1966 |
|
|
2021
Q4 | $1.46M | Sell |
11,303
-48,851
| -81% | -$6.31M | ﹤0.01% | 1918 |
|
|
2021
Q3 | $10.5M | Buy |
60,154
+48,839
| +432% | +$8.54M | 0.01% | 1377 |
|
|
2021
Q2 | $1.83M | Buy |
11,315
+2,021
| +22% | +$327K | ﹤0.01% | 1933 |
|
|
2021
Q1 | $1.24M | Sell |
9,294
-766
| -8% | -$102K | ﹤0.01% | 1949 |
|
|
2020
Q4 | $1.66M | Sell |
10,060
-351
| -3% | -$57.9K | ﹤0.01% | 1839 |
|
|
2020
Q3 | $1.33M | Sell |
10,411
-1,033
| -9% | -$132K | ﹤0.01% | 1817 |
|
|
2020
Q2 | $1.52M | Buy |
11,444
+5,024
| +78% | +$669K | ﹤0.01% | 1748 |
|
|
2020
Q1 | $479K | Buy |
6,420
+276
| +4% | +$20.6K | ﹤0.01% | 1874 |
|
|
2019
Q4 | $450K | Buy |
6,144
+129
| +2% | +$9.45K | ﹤0.01% | 1969 |
|
|
2019
Q3 | $405K | Sell |
6,015
-1,130
| -16% | -$76.1K | ﹤0.01% | 1991 |
|
|
2019
Q2 | $516K | Buy |
+7,145
| New | +$516K | ﹤0.01% | 1956 |
|