SG Americas Securities’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 |
-3,984
| Closed | -$366K | – | 3080 |
|
2022
Q3 | $366K | Buy |
3,984
+2,399
| +151% | +$220K | ﹤0.01% | 1616 |
|
2022
Q2 | $112K | Sell |
1,585
-308
| -16% | -$21.8K | ﹤0.01% | 2792 |
|
2022
Q1 | $188K | Buy |
+1,893
| New | +$188K | ﹤0.01% | 2199 |
|
2021
Q4 | – | Sell |
-600
| Closed | -$105K | – | 3495 |
|
2021
Q3 | $105K | Sell |
600
-2,944
| -83% | -$515K | ﹤0.01% | 3369 |
|
2021
Q2 | $573K | Buy |
3,544
+1,276
| +56% | +$206K | ﹤0.01% | 1699 |
|
2021
Q1 | $303K | Sell |
2,268
-796
| -26% | -$106K | ﹤0.01% | 2153 |
|
2020
Q4 | $505K | Sell |
3,064
-3,567
| -54% | -$588K | ﹤0.01% | 1741 |
|
2020
Q3 | $844K | Buy |
6,631
+1,692
| +34% | +$215K | 0.01% | 1069 |
|
2020
Q2 | $657K | Sell |
4,939
-1,727
| -26% | -$230K | 0.01% | 1549 |
|
2020
Q1 | $497K | Buy |
+6,666
| New | +$497K | ﹤0.01% | 1514 |
|