Salem Investment Counselors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,835
| Closed | -$1.27M | – | 1149 |
|
|
2021
Q4 | $1.27M | Sell |
9,835
-1,400
| -12% | -$181K | 0.04% | 167 |
|
|
2021
Q3 | $1.96M | Sell |
11,235
-1,350
| -11% | -$236K | 0.11% | 141 |
|
|
2021
Q2 | $2.04M | Buy |
12,585
+400
| +3% | +$64.7K | 0.11% | 137 |
|
|
2021
Q1 | $1.63M | Buy |
12,185
+3,025
| +33% | +$404K | 0.1% | 138 |
|
|
2020
Q4 | $1.51M | Buy |
9,160
+825
| +10% | +$136K | 0.1% | 131 |
|
|
2020
Q3 | $1.06M | Buy |
8,335
+1,285
| +18% | +$164K | 0.08% | 140 |
|
|
2020
Q2 | $938K | Hold |
7,050
| – | – | 0.08% | 144 |
|
|
2020
Q1 | $526K | Buy |
+7,050
| New | +$526K | 0.05% | 159 |
|