Raymond James Financial Services 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 |
-8,870
| Closed | -$814K | – | 3367 |
|
|
2022
Q3 | $814K | Sell |
8,870
-1,395
| -14% | -$128K | ﹤0.01% | 1944 |
|
|
2022
Q2 | $725K | Buy |
10,265
+490
| +5% | +$34.6K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $973K | Sell |
9,775
-666
| -6% | -$66.3K | ﹤0.01% | 1969 |
|
|
2021
Q4 | $1.35M | Buy |
10,441
+181
| +2% | +$23.4K | ﹤0.01% | 1779 |
|
|
2021
Q3 | $1.79M | Buy |
10,260
+58
| +0.6% | +$10.1K | ﹤0.01% | 1551 |
|
|
2021
Q2 | $1.65M | Buy |
10,202
+72
| +0.7% | +$11.7K | ﹤0.01% | 1606 |
|
|
2021
Q1 | $1.35M | Sell |
10,130
-1,307
| -11% | -$174K | ﹤0.01% | 1646 |
|
|
2020
Q4 | $1.89M | Buy |
11,437
+1,755
| +18% | +$289K | ﹤0.01% | 1335 |
|
|
2020
Q3 | $1.23M | Sell |
9,682
-7,737
| -44% | -$985K | ﹤0.01% | 1423 |
|
|
2020
Q2 | $2.32M | Buy |
17,419
+9,273
| +114% | +$1.23M | 0.01% | 1044 |
|
|
2020
Q1 | $608K | Sell |
8,146
-8,020
| -50% | -$599K | ﹤0.01% | 1433 |
|
|
2019
Q4 | $1.18M | Sell |
16,166
-4,034
| -20% | -$295K | ﹤0.01% | 1459 |
|
|
2019
Q3 | $1.36M | Buy |
20,200
+15,163
| +301% | +$1.02M | ﹤0.01% | 1307 |
|
|
2019
Q2 | $364K | Sell |
5,037
-67
| -1% | -$4.84K | ﹤0.01% | 2143 |
|
|
2019
Q1 | $285K | Buy |
+5,104
| New | +$285K | ﹤0.01% | 2279 |
|