Pure Financial Advisors’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 |
-8,972
| Closed | -$824K | – | 252 |
|
|
2022
Q3 | $824K | Hold |
8,972
| – | – | 0.05% | 124 |
|
|
2022
Q2 | $633K | Sell |
8,972
-191
| -2% | -$13.5K | 0.04% | 135 |
|
|
2022
Q1 | $912K | Sell |
9,163
-434
| -5% | -$43.2K | 0.04% | 111 |
|
|
2021
Q4 | $1.24M | Sell |
9,597
-543
| -5% | -$70.1K | 0.06% | 91 |
|
|
2021
Q3 | $1.77M | Sell |
10,140
-199
| -2% | -$34.8K | 0.14% | 76 |
|
|
2021
Q2 | $1.67M | Sell |
10,339
-622
| -6% | -$101K | 0.14% | 80 |
|
|
2021
Q1 | $1.46M | Sell |
10,961
-375
| -3% | -$50.1K | 0.15% | 78 |
|
|
2020
Q4 | $1.87M | Sell |
11,336
-1,730
| -13% | -$285K | 0.22% | 63 |
|
|
2020
Q3 | $1.66M | Hold |
13,066
| – | – | 0.24% | 58 |
|
|
2020
Q2 | $1.74M | Buy |
+13,066
| New | +$1.74M | 0.27% | 54 |
|