Sanders Morris Harris’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 |
-25,897
| Closed | -$3.27M | – | 354 |
|
|
2021
Q4 | $3.27M | Sell |
25,897
-12,306
| -32% | -$1.56M | 0.57% | 31 |
|
|
2021
Q3 | $6.45M | Buy |
38,203
+13,168
| +53% | +$2.22M | 1.17% | 18 |
|
|
2021
Q2 | $4.16M | Sell |
25,035
-2,668
| -10% | -$443K | 0.81% | 19 |
|
|
2021
Q1 | $3.89M | Buy |
27,703
+8,285
| +43% | +$1.16M | 0.82% | 28 |
|
|
2020
Q4 | $3.08M | Sell |
19,418
-873
| -4% | -$138K | 0.7% | 31 |
|
|
2020
Q3 | $3.16M | Buy |
+20,291
| New | +$3.16M | 0.86% | 24 |
|
|
2020
Q1 | – | Sell |
-10,590
| Closed | -$827K | – | 290 |
|
|
2019
Q4 | $827K | Buy |
+10,590
| New | +$827K | 0.19% | 123 |
|