Private Advisor Group’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,544
Closed -$601K 2021
2022
Q3
$601K Sell
6,544
-681
-9% -$62.5K 0.01% 1150
2022
Q2
$510K Sell
7,225
-17
-0.2% -$1.2K ﹤0.01% 1395
2022
Q1
$721K Sell
7,242
-1,619
-18% -$161K 0.01% 1240
2021
Q4
$1.14M Sell
8,861
-987
-10% -$127K 0.01% 1058
2021
Q3
$1.72M Buy
9,848
+1,751
+22% +$306K 0.01% 944
2021
Q2
$1.31M Buy
8,097
+1,599
+25% +$259K 0.01% 920
2021
Q1
$867K Sell
6,498
-22
-0.3% -$2.94K 0.01% 1062
2020
Q4
$1.08M Sell
6,520
-100
-2% -$16.5K 0.01% 872
2020
Q3
$843K Sell
6,620
-500
-7% -$63.7K 0.01% 854
2020
Q2
$948K Buy
7,120
+720
+11% +$95.9K 0.01% 779
2020
Q1
$477K Sell
6,400
-1,000
-14% -$74.5K 0.01% 910
2019
Q4
$542K Hold
7,400
0.01% 1009
2019
Q3
$498K Buy
7,400
+983
+15% +$66.2K 0.01% 1064
2019
Q2
$463K Sell
6,417
-1,014
-14% -$73.2K 0.01% 1081
2019
Q1
$415K Buy
+7,431
New +$415K 0.01% 1048