Segall Bryant & Hamill’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-118,541
Closed -$10.9M 746
2022
Q3
$10.9M Sell
118,541
-867
-0.7% -$79.6K 0.13% 194
2022
Q2
$8.43M Buy
+119,408
New +$8.43M 0.09% 228
2021
Q2
Sell
-2,105
Closed -$280K 839
2021
Q1
$280K Sell
2,105
-11,168
-84% -$1.49M ﹤0.01% 740
2020
Q4
$2.19M Sell
13,273
-319
-2% -$52.6K 0.02% 414
2020
Q3
$1.73M Buy
13,592
+7,721
+132% +$982K 0.02% 411
2020
Q2
$781K Sell
5,871
-53,554
-90% -$7.12M 0.01% 489
2020
Q1
$4.43M Buy
59,425
+2,086
+4% +$156K 0.09% 212
2019
Q4
$4.2M Buy
57,339
+2,766
+5% +$203K 0.07% 278
2019
Q3
$3.67M Buy
54,573
+9,201
+20% +$619K 0.06% 320
2019
Q2
$3.28M Sell
45,372
-43,242
-49% -$3.12M 0.05% 328
2019
Q1
$4.94M Buy
88,614
+9,878
+13% +$551K 0.08% 268
2018
Q4
$2.45M Buy
+78,736
New +$2.45M 0.04% 362