Schroder Investment Management Group’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,397
| Closed | -$241K | – | 1412 |
|
|
2022
Q1 | $241K | Buy |
2,397
+1,663
| +227% | +$167K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $95K | Hold |
734
| – | – | ﹤0.01% | 1308 |
|
|
2021
Q3 | $128K | Sell |
734
-379
| -34% | -$66.1K | ﹤0.01% | 1380 |
|
|
2021
Q2 | $180K | Buy |
+1,113
| New | +$180K | ﹤0.01% | 1343 |
|
|
2021
Q1 | – | Sell |
-3,575
| Closed | -$589K | – | 1633 |
|
|
2020
Q4 | $589K | Buy |
+3,575
| New | +$589K | ﹤0.01% | 1184 |
|